Marshall Grams is a CFP-designated registered investment advisor at Dakota Wealth, LLC, based in Sartell, MN, with 6 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,152 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Certain legacy Clients may have fees that differ from the fee schedule noted above. Accounts managed within our Dynamic Growth strategy will be assessed an additional 0.50% advisory fee annually. Accounts managed through Pontera Inc. will be assessed a fee equal to 0.75% annually. Accommodation accounts managed via Envestnet Tamarac will be assessed a fee of $135 annually. Fees may be negotiable.
Fee Estimator
Location
2454 8th Avenue S, Suite #200, Sartell, MN, 56377
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marshall is a helicopter pilot for the Minnesota Army National Guard, dedicating about 10-20% of his time to this role. He also serves as Treasurer for the St. Cloud Regional Airport Authority, spending minimal time overseeing airport financials and investments.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Ledge Wealth
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
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