DAI Wealth, LLC is a registered investment advisor that provides continuous asset management and financial consulting services to individuals, high-net-worth clients, pensions, and other entities. DAI Wealth offers several investment management programs, including separately managed accounts, unified managed accounts, mutual fund asset allocation programs, and advisor-managed accounts. Portfolios are built using individual stocks and bonds, exchange-traded funds, mutual funds, and variable annuities, tailored to each client's specific objectives and risk tolerance. DAI Wealth utilizes various platform providers and third-party money managers to administer these programs. In addition to investment management, DAI Wealth representatives offer financial planning and consulting covering topics such as investment strategy, insurance, retirement, and estate planning. Affiliated entities also engage in related financial activities, including broker-dealer services, insurance agency services, and private fund management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The total annual account fee may not exceed 2.50% of the portfolio value. Fees are negotiable based on overall assets, account size, and services provided.