Alan Weiss is a registered investment advisor at Dynamic Investment Strategies, INC., based in Malvern, PA, with 22 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Certain clients may also pay a performance-based fee. In such cases, the annual fee shall vary between 0.75% and 1.00% of the assets under management and up to 20% of the net performance. Registrant, at its sole discretion, may reduce or waive its annual fee based upon certain factors.
Fee Estimator
Location
Malvern, PA
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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 Investment Strategies, INC.
State Registrations1 state
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