Dynamic Financial Solutions (D.F.S.) provides investment advice and financial planning to individuals, high net worth individuals, and businesses. D.F.S. creates investment portfolios based on clients' goals, risk tolerance, and time horizon. D.F.S. also offers financial planning services covering personal finances, taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Discounts may be offered to family and friends of associated persons. The maximum fee will not exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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