Dakota Wealth, Llc
11376 N. JOG ROAD, Palm Beach Gardens, Florida 33418-1752
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
that are managed through Pontera Inc. will be assessed a fee equal to 0.75% annually based on the level of assets under management on the platform. Accommodation Account Fees – Any accommodation accounts managed via Envestnet Tamarac will be assessed a fee of $135 annually. T
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 4 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.