Jerry Palmer is a registered investment advisor at Dynamic Wealth Strategies, LLC, based in Granite Bay, CA, with 23 years of industry experience. Jerry 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
9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746
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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 →Employment History
Current Registrations
Dynamic Wealth Strategies, LLC
Previous Registrations
Independent Financial Group, LLCBroker
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
TD Waterhouse Investor Services, INC.Broker
TD Waterhouse Investor Services, 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.
Exams
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