Wealth Plus of the Dakotas provides investment management and financial planning services to individuals and high net worth individuals. Investment advice is provided with the client making the final decision on investment selection. The firm offers both discretionary and non-discretionary asset management. Financial planning services include a review of wills, estate plans, investments, taxes, retirement income, and college planning.
Assets Under Management$66M
Clients91
Advisors4
Avg. per Client$730K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable and may be reduced for combined household or common employer accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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