Kristin Creighton is a registered investment advisor at Dai Wealth, LLC, based in Atlanta, GA, with 7 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,404 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAI Wealth charges an annual account fee for investment management services, which may not exceed 2.50% of the portfolio's value. The account fee is negotiable and may vary based on factors such as the size of the account and other services provided. The fee is paid quarterly in arrears. DAI Wealth receives a portion of the account fee, with the remainder going to the platform provider or manager. Clients are also responsible for paying transaction charges and other account-related fees.
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristin is a sole proprietor of Kristin Creighton Design, providing marketing, sales, and branding consulting services, dedicating about a quarter of her time. She also works as a marketing manager providing sales and graphics support for Sourcenet Investment Services LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
Previous Registrations
Concorde Investment Services, LLCBroker
State Registrations21 states
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