Erin Goergen is a CFP-designated registered investment advisor at Dynamic, based in Phoenix, AZ, with 19 years of industry experience. Erin 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. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
2375 East Camelback Road, Suite 600, Phoenix, AZ, 85016
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Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Erin is an independent agent with Paid Direct, selling various insurance and annuity products and receiving commissions. This activity takes minimal time.
Employment History
Current Registrations
Dynamic
Previous Registrations
Charles Schwab & CO., 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.