Dynamic Trading Management provides investment management services and advice on investment products to individuals. Recommendations are tailored to each client's needs based on their investment objectives, financial situation, tax considerations, and risk tolerance. The firm employs a multi-faceted investment methodology combining a macro view of equity markets with a fundamental and technical approach to security selection.
Assets Under Management$100M
Clients82
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.20% |
| $1.0M - $2.0M | 1.90% |
| $2M+ | 1.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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