David Wu

Dynamic Wealth Advisors charges an annual fee based on the value of the portfolio being managed. Fees generally range up to 2.25% per year, depending on the complexity of the investment strategy and the size of the account.

Key details about investment management fees:

• Billing methods — Fees can be calculated using a blended rate, a breakpoint rate, or a flat fee, and are typically paid monthly or quarterly, either in advance or in arrears.
• Negotiability — Fees are negotiable at the discretion of individual financial advisors, and larger accounts or simpler strategies generally qualify for lower rates.
• Account minimums — While the firm as a whole does not enforce a strict account minimum, individual financial advisors may establish their own minimum asset requirements or minimum annual fees.