Dynamic Wealth Advisors manages investment portfolios and provides financial planning for individuals and families. Dynamic Wealth Advisors offers proactive and adaptive investment management using a variety of strategies focused on income, growth, and risk management. As registered investment advisors legally required to act in your best interest, Dynamic Wealth Advisors reviews each client's goals, resources, and comfort with risk to build a personalized portfolio. Services are provided through independent financial professionals who hold your assets at independent custodians.
Assets Under Management$190M
Clients315
Advisors4
Avg. per Client$610K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Household accounts may be aggregated. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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