Dynamic Wealth Strategies offers asset management, comprehensive portfolio management, fixed income management, and financial planning & consulting. They create portfolios using stocks, bonds, ETFs, and mutual funds, tailored to client risk tolerance and needs. They also provide financial plans covering investment, retirement, estate, tax, and insurance planning. Dynamic Wealth manages investments for individuals, trusts, and businesses.
Fee Structure
Dynamic Wealth Strategies offers several investment management services with fees based on the amount of your portfolio. The fees are calculated quarterly, in advance. There is a minimum account size for each service. The fees may be negotiable.
Asset Management:
- Up to $500,000: 1.40% per year
- $500,001 to $1,000,000: 1.30% per year
- $1,000,001 to $3,000,000: 1.15% per year
- Over $3,000,000: 0.90% per year Minimum account size: $1,000,000
Comprehensive Portfolio Management:
- Up to $500,000: 1.65% per year
- $500,001 to $1,000,000: 1.55% per year
- $1,000,001 to $3,000,000: 1.40% per year
- Over $3,000,000: 1.15% per year Minimum account size: $1,000,000
Horizons Fixed Income Management:
- Up to $500,000: 0.50% per year
- $500,001 to $1,000,000: 0.40% per year
- $1,000,001 to $3,000,000: 0.30% per year
- Over $3,000,000: 0.25% per year Minimum account size: $1,000,000
Dynamic BIOs Management:
- Up to $500,000: 0.75% per year
- $500,001 to $1,000,000: 0.65% per year
- $1,000,001 to $3,000,000: 0.55% per year
- Over $3,000,000: 0.50% per year Minimum account size: $500,000