DayMark Wealth Partners, LLC

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Total assets under management

$3,939,833,944

Total clients

1,676

44% high-net worth

Total advisors

of 31 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$2,350,736

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Flat fees range from $1,500 to $10,000 for financial planning and consulting; $750 to $25,000 for Retirement Plan Consulting.

Percentage

$0+: Up to 1.75% annually for Asset Management service $0+: Up to 2.00% annually for Comprehensive Portfolio Management service $0+: Up to 1.00% annually for Retirement Plan Consulting based on plan assets

Project-based

Up to $350 per hour for financial planning and consulting services.

Performance-based

Performance-based fees (carried interest) charged by private funds managed as sub-adviser; details per Fund's offering documents.

Other

Account minimum: No minimum for general clients; however, for clients investing in private funds, minimum dollar amounts are imposed by each Fund's documentation and subscription agreements. Fee-only: Financial Planning & Consulting charged on hourly or flat fee basis; hourly fees up to $350/hour; flat fees range from $1,500 to $10,000.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

DayMark Wealth Partners, LLC

9675 Montgomery Road, Ste 201

Cincinnati OH 45242, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 513-838-2520

Advisors at this firm

John K

Series 63, Series 65

Herber City, UT

DayMark Wealth Partners, LLC

Peter B

Series 63, Series 65

Cincinnati, OH

DayMark Wealth Partners, LLC

Karen S

Series 63, Series 65

Cincinnati, OH

DayMark Wealth Partners, LLC

Michael Q

Series 63, Series 65

Series 63, Series 65

Cincinnati, OH

DayMark Wealth Partners, LLC

Steven R

CFP®, Series 63, Series 65

Stuart, FL

DayMark Wealth Partners, LLC

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