Fiscal Dynamics offers financial planning, manager selection, and investment supervisory services. Financial planning involves a comprehensive review of a client's financial situation. Investment supervisory services include individual portfolio management and tactical portfolio management using mutual funds and ETFs. Tactical portfolios are managed to a global model set by Fiscal Dynamics.
Assets Under Management$32M
Clients49
Advisors2
Avg. per Client$650K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Fiscal Dynamics offers investment management services where fees generally range from 0.5% to 2.00% of your portfolio annually. The exact fee is negotiable. Fees are billed quarterly in advance based on the value of your account at the end of the previous quarter. Fiscal Dynamics may directly debit fees from client accounts.
Loading...