Dunamis Capital Consulting provides financial planning, retirement planning, and sub-advisory investment management services. For investment management, Dunamis selects sub-advisors to manage client accounts, taking into consideration the sub-advisor's performance, methods, and fees. Dunamis also offers pension consulting services to employee benefit plans. Dunamis acts as a fiduciary, obligated to act in the client's best interest.
Fee Structure
Dunamis Capital Consulting uses sub-advisors to manage investments. Clients pay one management fee that is shared between Dunamis and the sub-advisor. The fee ranges from 1.25% to 1.95% annually, calculated on the month-end or quarter-end value of the assets under management and charged monthly or quarterly. The specific fee schedule will be outlined in the client agreement.