John Gillespie is a registered investment advisor at Dynamic, based in Edmond, OK, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 5,634 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic Wealth Advisors charges an annual fee based on the value of the portfolio being managed. Fees generally range up to 2.25% per year, depending on the complexity of the investment strategy and the size of the account.
Key details about investment management fees:
- Billing methods — Fees can be calculated using a blended rate, a breakpoint rate, or a flat fee, and are typically paid monthly or quarterly, either in advance or in arrears.
- Negotiability — Fees are negotiable at the discretion of individual financial advisors, and larger accounts or simpler strategies generally qualify for lower rates.
- Account minimums — While the firm as a whole does not enforce a strict account minimum, individual financial advisors may establish their own minimum asset requirements or minimum annual fees.
Location
Edmond, OK
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Regulatory History (1)
Customer Dispute
October 2011Other Business ActivitiesSells Insurance
John is involved in several outside business activities, including serving as president of a non-profit, writing and selling books, and serving on the board of The Signatry. He also works as a managing member for Access Consulting, LLC, a financial services consulting firm, dedicating nearly full-time hours to this role, and spends a few hours per week as an insurance agent.
Employment History
Current Registrations
Dynamic
Previous Registrations
Access Financial Group, INC.
Access Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Sagepoint Financial, INC.Broker
Access Financial Group, INC.
Sunamerica Securities, INC.Broker
United Securities Alliance, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
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.
Exams
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