Dynamic Wealth Solutions provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, endowments, corporations, and small businesses. The firm emphasizes retirement planning and offers self-directed financial advising packages. Dynamic Wealth Solutions will conduct an initial interview with each prospective client to determine the scope of services to be provided.
Assets Under Management$70M
Clients161
Advisors3
Avg. per Client$440K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Dynamic Wealth Solutions offers asset management services for a fee based on the amount of money you invest. Fees are charged monthly or quarterly, based on the ending balance of the account. The annual fee ranges are:
- Equities/Options Overlay: 1.20% - 1.75%
- Blended: 1.00% - 1.20%
- Fixed Income: 0.65% - 1.00%
There is a $75 minimum quarterly fee. Fees may be negotiable under certain circumstances.
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