Dynamic Investment Strategies offers investment advisory services where they manage your investments for you. They work with individuals, trusts, estates, and businesses. Before they start managing your money, they'll figure out your investment goals. Then, they'll put your money into different investments, mainly mutual funds. They keep an eye on how your investments are doing and make changes as needed. They may also provide financial planning advice on topics like estate planning and taxes, but they don't offer legal, accounting, or insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Certain clients may also pay a performance-based fee. In such cases, the annual fee shall vary between 0.75% and 1.00% of the assets under management and up to 20% of the net performance. Registrant, at its sole discretion, may reduce or waive its annual fee based upon certain factors.