How does the advisor help clients – Key Takeaways:
DAKORE WEALTH MANAGEMENT, LLC provides comprehensive financial services to clients looking to build and preserve their wealth. With a team of experienced advisors, they offer personalized and tailored solutions to help clients achieve their financial goals.
- Focus on building and preserving wealth for clients
- Team of experienced financial advisors
- Personalized and tailored solutions for clients
Facts and Insights
As of 2021, DAKORE WEALTH MANAGEMENT, LLC has been in business for 15 years. They have a team of 10 advisors and manage over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
DAKORE WEALTH MANAGEMENT, LLC serves a wide range of clients, including individuals, families, entrepreneurs, and business owners. They also have experience working with high net worth individuals and their unique financial needs.
Fees & Compensation
The advisors at DAKORE WEALTH MANAGEMENT, LLC are fee-only, meaning they do not receive commissions for recommending specific products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ financial success.
Background
DAKORE WEALTH MANAGEMENT, LLC was founded in 2006 by a team of experienced financial advisors. They have a combined experience of over 50 years in the financial industry, and their team includes Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, DAKORE WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or any disciplinary actions taken against the firm or its advisors. Currently, they have a clean record with no disclosures to report.