Dynasty Family Office offers portfolio management services based on individual client goals, risk tolerance, and time horizon. They create financial plans and may use model allocations. Dynasty Family Office also provides consulting services for non-traded securities, estates, and business owners. They use Pontera to manage held away assets. Dynasty Family Office also offers pension consulting services and education seminars.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.65% |
| $750K - $1.5M | 1.45% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Fees are negotiable depending on individual client circumstances. Legacy clients may have a different negotiated fee. There is also a one-time onboarding and financial planning fee of 0.35% of the net investable assets. Cash and cash alternatives are subject to an annual investment advisory fee of 0.25% unless otherwise agreed upon.