Dynasty Wealth Management provides investment management platforms, turnkey asset management programs, model portfolios, and outsourced chief investment officer services. The firm primarily serves independent registered investment advisors in the Dynasty Network rather than directly advising individual retail clients. Through its investment management platform and various model portfolio options—including ETF models, separately managed accounts, and private equity investments—Dynasty Wealth Management offers portfolio administration, trading coordination, rebalancing, and research partnerships. The firm utilizes third-party research providers and managers, and maintains various revenue-sharing and affiliate relationships with broker-dealers, custodians, and product sponsors. Individual investors typically access these services through their own independent registered investment advisor who participates in the network.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Platform fees range from 0.02% to 0.30%, and manager fees range from 0.20% to 0.50% depending on the specific program and model chosen. Additional sub-manager, custodian, and transaction fees may apply.