Paul Swenson is a registered investment advisor at Dynamic, based in Gilbert, AZ, with 11 years of industry experience. Paul 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Gilbert, 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
Paul is a licensed insurance agent since 2012, selling life insurance, health insurance, and annuities. He dedicates minimal time to this activity.
Employment History
Current Registrations
Dynamic
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations4 states
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.