Conrad Aarseth
Conrad Aarseth is a CFP-designated registered investment advisor at Dynamic Wealth Strategies, LLC, based in Wilton, CA, with 17 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 159 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Rates shown are for the Asset Management service. Comprehensive Portfolio Management charges 1.65%, 1.55%, 1.40%, and 1.15% across the same tiers. Horizons Fixed Income charges 0.50%, 0.40%, 0.30%, and 0.25%. Dynamic BIOs charges 0.75%, 0.65%, 0.55%, and 0.50% with a $500,000 minimum. Fees may be negotiable.
Fee Estimator
Location
Wilton, CA
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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
Conrad is a California insurance agent selling fixed, health, accident, annuities, life, and term insurance since 2009, dedicating a few hours per week to this activity. He is also an enrolled agent for tax preparation since 2016, spending minimal time on this.
Employment History
Current Registrations
Dynamic Wealth Strategies, LLC
Previous Registrations
Independent Financial Group, LLC
Financial Designs LTD.
State Registrations1 state
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Exams
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