Dynamic Wealth Strategies, LLC is a registered investment advisor based in Granite Bay, California, with an additional office in San Jose. Founded in 2013 and owned by Nathan Ankney, J. Brian Boyle, and Everett Hambleton, Dynamic Wealth Strategies manages investment portfolios and offers personalized financial planning for individuals, high net worth individuals, trusts, estates, and businesses. The firm provides several investment programs tailored to different client needs and account sizes, including standard Asset Management, Comprehensive Portfolio Management (which combines investing with financial planning), Horizons Fixed Income Management, and Dynamic BIOs Management (a lower-cost, lower-minimum model portfolio service). Dynamic Wealth Strategies also advises a private pooled investment vehicle called CoreFactor Fund, LP. The investment approach relies heavily on fundamental analysis, macro and microeconomic indicators, long-term purchases, and optional tactical overlays like options strategies or real estate investment trusts. Team members hold professional credentials such as Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER designations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Rates shown are for the Asset Management service. Comprehensive Portfolio Management charges 1.65%, 1.55%, 1.40%, and 1.15% across the same tiers. Horizons Fixed Income charges 0.50%, 0.40%, 0.30%, and 0.25%. Dynamic BIOs charges 0.75%, 0.65%, 0.55%, and 0.50% with a $500,000 minimum. Fees may be negotiable.