Nathan Ankney
Nathan Ankney is a CFA-designated registered investment advisor at Dynamic Wealth Strategies, LLC, based in Folsom, CA, with 24 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 159 clients with $190M 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 $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Rates shown are for the Asset Management service. Comprehensive Portfolio Management charges 1.65%, 1.55%, 1.40%, and 1.15% across the same tiers. Horizons Fixed Income charges 0.50%, 0.40%, 0.30%, and 0.25%. Dynamic BIOs charges 0.75%, 0.65%, 0.55%, and 0.50% with a $500,000 minimum. Fees may be negotiable.
Fee Estimator
Location
Folsom, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is a California insurance agent selling various insurance products since 2008, dedicating about 10% of his time to this activity. He is also a California real estate agent since 2013 and a principal at Rosewind, LLC, spending minimal time on each of these activities.
Employment History
Current Registrations
Dynamic Wealth Strategies, LLC
Previous Registrations
Independent Financial Group, LLC
Afa Advisor Services LLC
Altanes Investments, LLC
Lifestyle Design Group LLC
Wachovia Securities, INC.
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.
Exams
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