Assets Under Management
$267.4M
Number of Clients
1,404
Number of Advisors
22
Average Client AUM
$190K
AUM per Advisor
$12.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
DAI Wealth, LLC offers investment management through various programs (SMAs, UMAs, AMAs, MFAA) using equities, ETFs, and mutual funds. Portfolios are tailored to individual client needs. They also provide financial planning and consulting services on topics like retirement, estate, and insurance planning. IARs use their own analysis and research.
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345