Dakore Wealth Management, LLC

Dakoré Wealth Management, LLC is a registered investment advisor founded in October 2020 and located in Palm Beach Gardens, FL. The firm offers investment advisory services to individuals, high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. As a fiduciary, Dakoré Wealth Management upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, offering discretionary and/or non-discretionary investment management and related advisory services. Investment strategies primarily focus on long-term goals, utilizing low-cost, diversified mutual funds, exchange-traded funds, individual equities, fixed income, real estate investment trusts, and options contracts. The firm's investment philosophy involves fundamental, technical, cyclical, and charting analysis to develop strategies tailored to each client's financial goals and risk tolerance. Dakoré Wealth Management manages $76,621,674 in client assets as of January 31, 2024, on a discretionary basis. The firm charges investment management fees based on a tiered schedule, with fees ranging from 0.80% to 1.50% based on assets under management. Financial planning services are also offered on a fixed fee basis ranging from $1,000 to $15,000 per engagement. Dakoré Wealth Management does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions and does not accept proxy-voting responsibility for clients. Clients are encouraged to review brokerage statements provided by the custodian and compare them to reports from Dakoré Wealth Management. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information and outlines the sharing of information for servicing accounts and other limited purposes. Clients can request a copy of the Privacy Policy annually or upon any revisions. For any questions or concerns, clients can contact Dakoré Wealth Management directly.