Dakota Asset Management manages investment portfolios based on each client's individual needs and goals. They create a personal investment policy with an asset allocation target and manage a portfolio based on that policy. Dakota also serves as a sub-adviser to a private fund and the investment manager to the Dakota AM Long/Short Equity euro note.
Assets Under Management$29M
Clients15
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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