Beau Handy is a CFP-designated registered investment advisor at Dynamic Market Advantage, LLC, based in Louisville, KY, with 14 years of industry experience. Beau is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 2 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Annual fees range from 0.30% to 0.80% based on scope, complexity, asset level, and overall relationship. Fees are negotiable at the discretion of Dynamic Market Advantage.
Fee Estimator
Location
2020 High Wickham Place, Suite 200, Louisville, KY, 40245
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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 Activities
Beau is involved in several business activities, including serving on the executive board of Heuser Hearing Institute, as President of Dynamic Market Advantage and B. Handy Consulting, and as Managing Partner at Guidance Capital. He also dedicates time to Guidance Consulting, DMLO Wealth Planning, The ActsOf Foundation, and Access Justice.
Employment History
Current Registrations
Dynamic Market Advantage, LLC
Dmlo Wealth Planning, LLC
Private Client Services, LLCBroker
Guidance Capital, INC.
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations12 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.
Exams
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