Dakota Wealth Advisors offers personalized financial planning and investment management. Financial advice is provided through consultations and may include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, retirement planning, and estate planning. Dakota Wealth Advisors also provides periodic reviews to remind clients of specific actions to take.
Assets Under Management$1.5M
Clients11
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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