Dynamic Financial Group offers investment advisory services, including asset management and financial planning, to individuals and other client types. The firm aims to help clients meet their financial goals while considering their risk tolerance and time horizon. Dynamic Financial Group acts as a fiduciary, prioritizing the client's best interests through open communication and understanding their investment objectives.
Assets Under Management$540M
Clients866
Advisors3
Avg. per Client$620K
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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