David Gottstein is a registered investment advisor at Dynamic Capital Management, INC., based in Anchorage, AK, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 31 clients with $15M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees may be negotiable depending on account size and allocation.
Fee Estimator
Location
1007 West 3rd Avenue, Suite 203, Anchorage, AK, 99501
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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 Activities
David is the CEO of Efficient Tax, LLC since 2009. This activity is investment-related.
Employment History
Current Registrations
Dynamic Capital Management, INC.
Previous Registrations
Dynamic Capital Management, INC.
Dynamic Capital Management, INC.
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.