Adam Carlini
Adam Carlini is a registered investment advisor at Dynamic Wealth Advisors, based in Heber City, UT, with 37 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 304 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable and may be lower than the standard schedule depending upon services provided by Advisor.
Fee Estimator
Location
Heber City, UT
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Adam is a part owner of Dynamic Tax Advisors LLC, focusing on tax planning and preparation, spending minimal time on this non-investment related activity. He also owns Dynamic Wealth Management, offering life insurance, fixed annuities, and estate planning services, dedicating minimal time to this investment-related DBA.
Employment History
Current Registrations
Dynamic Wealth Advisors
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Wealth Management International, LTD.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning Corporation ("npc of America" in Fl & Ny)
The Planners Network, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Linsco/private Ledger CORP.Broker
Associated Securities CORP.Broker
State Registrations2 states
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.