Dynamic Wealth Advisors is a registered investment advisor that offers personalized investment management and financial planning services to individuals, high-net-worth families, businesses, and trusts. Operating through a network of affiliated financial advisors across the country, Dynamic Wealth Advisors helps clients build long-term investment portfolios tailored to their specific risk tolerance, financial goals, and time horizons. The firm constructs portfolios using a wide range of investments, including individual stocks and bonds, mutual funds, exchange-traded funds, and alternative investments such as private equity and real estate. In addition to managing investments, financial advisors associated with Dynamic Wealth Advisors provide comprehensive financial planning covering retirement, tax strategies, estate planning, education savings, and consulting. Clients can choose between discretionary account management, where the firm handles day-to-day trading without needing prior approval for each trade, or non-discretionary services where trades are confirmed with the client first. The firm emphasizes a fiduciary commitment to act in the best interest of clients while maintaining relationships with major custodians like Fidelity, Charles Schwab, and Raymond James.
Fee Structure
Dynamic Wealth Advisors charges an annual fee based on the value of the portfolio being managed. Fees generally range up to 2.25% per year, depending on the complexity of the investment strategy and the size of the account.
Key details about investment management fees:
- Billing methods — Fees can be calculated using a blended rate, a breakpoint rate, or a flat fee, and are typically paid monthly or quarterly, either in advance or in arrears.
- Negotiability — Fees are negotiable at the discretion of individual financial advisors, and larger accounts or simpler strategies generally qualify for lower rates.
- Account minimums — While the firm as a whole does not enforce a strict account minimum, individual financial advisors may establish their own minimum asset requirements or minimum annual fees.