Dylan Flategraff is a CFP-designated registered investment advisor at Dynic Wealth Management LLC, based in Andover, MN, with 14 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $48M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Andover, MN
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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 →Employment History
Current Registrations
Dynic Wealth Management LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Questar Capital CorporationBroker
Allianz Life Financial Services, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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