Dynamic Asset Management Group LLC provides personalized investment advice, including portfolio management and financial planning. They meet with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. They may use model portfolios with varying risk levels, investing in ETFs and mutual funds, and may hedge against market volatility. They also offer financial planning services, including broad-based and single-subject planning.
Assets Under Management$84M
Clients349
Advisors1
Avg. per Client$240K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.75% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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