Jerry Palmer is a registered investment advisor at Dynamic Wealth Strategies, LLC, based in Granite Bay, CA, with 22 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 152 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
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