Michael Acevedo is a CFP-designated registered investment advisor at Dynamic, based in Newport Beach, CA, with 13 years of industry experience. Michael 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
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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
5000 Birch Street, West Tower, Suite 3000, Newport Beach, CA, 92660
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Regulatory History (1)
Customer Dispute
January 2012Employment History
Current Registrations
Dynamic
Previous Registrations
Public Safety Financial/galloway
Spc
State Registrations1 state
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