Wealth Plus of the Dakotas, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,120,265
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
85
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
28
Average account size
$777,885
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Financial planning fixed fees range from $750 to $7,500, negotiable based on complexity and client needs
$0 - $100,000: 0.95% annually $100,001 - $250,000: 0.75% annually $250,001 - $500,000: 0.55% annually $500,001 - $1,000,000: 0.35% annually $1,000,001+: 0.25% annually
$150 per hour for financial planning and consulting
Account minimum: $25,000 (typically), but may be lowered or waived at discretion Fee-only: Hourly fee of $150 per hour for financial planning and consulting; fixed fees for financial planning ranging from $750 to $7,500 based on complexity
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Wealth Plus of the Dakotas, Inc.
405 8 Th Ave. Nw, Suite 208
Aberdeen SD 57401, United States
Number of offices
1
Forms ADV
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