Dale Meyer
Dale Meyer is a registered investment advisor at Dynamic Financial Solutions, LLC, based in Glendale, AZ, with 19 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Discounts may be offered to family and friends of associated persons. The maximum fee will not exceed 1.5%.
Fee Estimator
Location
Glendale, AZ
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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 ActivitiesSells Insurance
Dale owns Dynamic Financial Solutions, LLC and is an independent insurance agent, spending about 10% of his time on insurance activities. He also works as an independent contractor providing accounting and tax preparation services and volunteers as a manager and coach for a youth sports organization.
Employment History
Current Registrations
Dynamic Financial Solutions, LLC
Previous Registrations
Ameriprise Financial Services, 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.