Dynamic Wealth Advisors (DWA) specializes in dynamic investment management, acting as risk managers and strategists. DWA provides financial planning, investment advice, and asset management for a fee based on a percentage of the value of your portfolio. DWA's approach involves reviewing your goals, resources, and risk tolerance before making investment recommendations. DWA makes its services available through independent financial professionals.
Assets Under Management$140M
Clients304
Advisors4
Avg. per Client$460K
Avg. per Advisor$35M
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% |
Fees are negotiable and may be lower than the standard schedule depending upon services provided by Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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