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John Steinbock

7 Years of Experience
Louisville, KY

John Steinbock is a registered investment advisor at Dynamic Market Advantage, LLC, based in Louisville, KY, with 7 years of industry experience. John 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
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
2 clients
Average Client Portfolio
$180.9M average
Assets Under Management
$361.9M

Fee Structure

Investment management only (planning not offered)

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.

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Location

2020 High Wickham Place, Suite 200, Louisville, KY, 40245

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Dynamic Market Advantage, LLC
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Money Concepts Advisory Service
May 2018 - June 2023 · 5 yrs 1 mo
Money Concepts Capital CORPBroker
April 2018 - December 2022 · 4 yrs 8 mos
State Registrations1 state
KY
Advisor

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
No exam information available for this advisor.
John Steinbock - Financial Advisor | TrueAdvisor