John Gillespie is a registered investment advisor at Dynamic, based in Phoenix, AZ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016
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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.