Dakota Wealth Management offers comprehensive wealth management services, including customized investment management, financial planning, investment consulting, and retirement plan advisory services. Dakota Wealth Management works closely with each client to understand their investment goals, risk tolerance, and overall financial situation, building diversified portfolios primarily using mutual funds, exchange-traded funds, individual equities, fixed income, and structured products. In addition to direct portfolio management, Dakota Wealth Management may utilize independent managers or offer specialized strategies such as the Dynamic Growth strategy. Standalone financial planning and investment consulting are also available for fixed fees. Dakota Wealth Management generally does not impose a minimum relationship size and serves individuals, high net worth individuals, trusts, foundations, retirement plans, and other entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.