Jakhongir Mirtalipov
Jakhongir Mirtalipov is a registered investment advisor at Dream Life Wealth Management LLC, based in Charlotte, NC, with 7 years of industry experience. Jakhongir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 24 clients with $5.3M 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Custom pricing for assets over $10,000,001. Any assets under management amount that is under $387,500 will result in a higher fee percentage than those listed above.
Fee Estimator
Location
Charlotte, NC
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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 ActivitiesSells Insurance
Jakhongir sells fixed insurance products with various companies since 2018, dedicating full-time hours to this. He also works as a financial advisor with Convergent Financial Partners since October 2024, also dedicating full-time hours.
Employment History
Current Registrations
Dream Life Wealth Management LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
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