Nathan Ankney

Dynamic Wealth Strategies offers several investment management services with fees based on the amount of your portfolio. The fees are calculated quarterly, in advance. There is a minimum account size for each service. The fees may be negotiable.

Asset Management:

• Up to $500,000: 1.40% per year
• $500,001 to $1,000,000: 1.30% per year
• $1,000,001 to $3,000,000: 1.15% per year
• Over $3,000,000: 0.90% per year Minimum account size: $1,000,000

Comprehensive Portfolio Management:

• Up to $500,000: 1.65% per year
• $500,001 to $1,000,000: 1.55% per year
• $1,000,001 to $3,000,000: 1.40% per year
• Over $3,000,000: 1.15% per year Minimum account size: $1,000,000

Horizons Fixed Income Management:

• Up to $500,000: 0.50% per year
• $500,001 to $1,000,000: 0.40% per year
• $1,000,001 to $3,000,000: 0.30% per year
• Over $3,000,000: 0.25% per year Minimum account size: $1,000,000

Dynamic BIOs Management:

• Up to $500,000: 0.75% per year
• $500,001 to $1,000,000: 0.65% per year
• $1,000,001 to $3,000,000: 0.55% per year
• Over $3,000,000: 0.50% per year Minimum account size: $500,000