Family Dynasty Advisors manages investment portfolios for individuals and businesses. They invest through mutual funds, exchange traded funds, individual stocks and bonds, certificates of deposit, and treasury securities. They also act as a subadvisor to the Tactical Advantage ETF. The firm tailors its services to each client's unique needs, considering their risk profile, goals, and objectives.
Assets Under Management$52M
Clients368
Advisors2
Avg. per Client$140K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
A minimum annual fee of $500 is assessed if the calculated fee is less than $500. The firm may invest client assets in the Tactical Advantage ETF, for which they also collect a management fee ranging from 0 to 0.46%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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