David Hoffman is a registered investment advisor at Dynamic, based in Goodyear, AZ, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 5,634 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic Wealth Advisors charges an annual fee based on the value of the portfolio being managed. Fees generally range up to 2.25% per year, depending on the complexity of the investment strategy and the size of the account.
Key details about investment management fees:
- Billing methods — Fees can be calculated using a blended rate, a breakpoint rate, or a flat fee, and are typically paid monthly or quarterly, either in advance or in arrears.
- Negotiability — Fees are negotiable at the discretion of individual financial advisors, and larger accounts or simpler strategies generally qualify for lower rates.
- Account minimums — While the firm as a whole does not enforce a strict account minimum, individual financial advisors may establish their own minimum asset requirements or minimum annual fees.
Location
Goodyear, AZ
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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 ActivitiesSells Insurance
David is an insurance agent at Forthright Capital Partners, LLC, spending about half his time soliciting life insurance and fixed annuity products. He also works as a mortgage advisor for United American Mortgage CO (about half his time) and co-owns a rental property (minimal time).
Employment History
Current Registrations
Dynamic
Previous Registrations
Forthright Capital Advisory
Lifetime Financial, INC.
State Registrations1 state
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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