TrendCalc Dynamics offers investment management and financial planning to individuals, retirement plans, trusts, estates, charities, and small businesses. Services include financial goal determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate conservation. TrendCalc's investment approach focuses on identifying differences in expected returns among securities using market prices and fundamental data.
Fee Structure
TrendCalc Dynamics offers investment management services where fees are based on a percentage of the assets managed, up to 2.00% annually. A minimum monthly fee of $1.00 applies. Fees are negotiable based on factors like the client's relationship with the firm, the type and amount of assets, and anticipated future earnings. Clients are billed monthly in arrears based on the portfolio's value at the end of the previous month. Clients can terminate the agreement with 30 days' written notice and receive a pro-rata refund for any unprovided services.