Advisor at Dakota Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Madison Strahan is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Dakota Wealth in 2019, Madison worked at Springside Partners LLC from 2017 to 2019 and has experience outside finance in the restaurant industry. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and investment companies. The firm offers customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.
Based on Dakota Wealth, LLC
Based on Dakota Wealth, LLC
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
275 Springside Dr
Akron, OH 44333
Ohio
Dakota Wealth, LLC
2019 - Present (7 years)
Springside Partners LLC
2018 - 2019 (1 year)
Springside Partners LLC
2017 - 2018 (1 year)
Parassons Italian Restaurant
2015 - 2017 (2 years)
University of Akron
2014 - 2018 (4 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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