Brian Smith is a registered investment advisor at Dynamic Wealth Solutions LLC, based in Southfield, MI, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 161 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic Wealth Solutions offers asset management services for a fee based on the amount of money you invest. Fees are charged monthly or quarterly, based on the ending balance of the account. The annual fee ranges are:
- Equities/Options Overlay: 1.20% - 1.75%
- Blended: 1.00% - 1.20%
- Fixed Income: 0.65% - 1.00%
There is a $75 minimum quarterly fee. Fees may be negotiable under certain circumstances.
Location
29777 Telegraph Rd., Suite 2417, Southfield, MI, 48034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dynamic Wealth Solutions LLC
State Registrations1 state
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