Assets Under Management
$6.3B
Number of Clients
3,152
Number of Advisors
53
Average Client AUM
$2.0M
AUM per Advisor
$119.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dakota Wealth Management offers wealth management, investment management, and financial planning services to individuals, high net worth individuals, trusts, retirement plans, and other organizations. They also provide retirement plan advisory services and sub-advisory services to registered funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Certain legacy Clients may have fees that differ from the fee schedule noted above. Accounts managed within our Dynamic Growth strategy will be assessed an additional 0.50% advisory fee annually.
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL, 33418-1752