Jeffrey Goyette is a registered investment advisor at Dakota Wealth, LLC, based in Mechanicsburg, PA, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,152 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Certain legacy Clients may have fees that differ from the fee schedule noted above. Accounts managed within our Dynamic Growth strategy will be assessed an additional 0.50% advisory fee annually. Accounts managed through Pontera Inc. will be assessed a fee equal to 0.75% annually. Accommodation accounts managed via Envestnet Tamarac will be assessed a fee of $135 annually. Fees may be negotiable.
Fee Estimator
Location
5010 Ritter Road, Suite 101, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Customer Dispute
August 1996Other Business Activities
Jeffrey owns rental real estate property in Hilton Head Island, South Carolina. He spends minimal time overseeing property management, including rental oversight and paying bills.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.