Klein Stubbs is a registered investment advisor at Dynamic Market Advantage, LLC, based in Louisville, KY, with 1 years of industry experience. Klein 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.
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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Klein is a managing member of Stubbs, & Co., PLLC, a CPA firm licensed in Kentucky, but the business is currently inactive. Klein spends minimal time on this activity.
Employment History
Current Registrations
Dynamic Market Advantage, LLC
Guidance Capital, INC.
State Registrations1 state
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