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 operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Dynamic Market Advantage's investment advisory fees range from 0.30% to 0.80% annually, based on factors such as the complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the market value of assets under management at the end of the prior quarter. Fees may be negotiable.
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.
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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
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