Jared Johnson is a CFA-designated registered investment advisor at Dakota Asset Management, LLC, based in Miami, FL, with 4 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable. Clients may also pay a performance-based fee based on a percentage of profits above a 5% hurdle rate. This performance-based fee is only available to qualified clients.
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dakota Asset Management, LLC
State Registrations2 states
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