Dynamique Capital Advisors offers custom investment management on a discretionary basis, using a tactical allocation strategy. They may use various securities and funds to achieve client objectives. Dynamique also provides financial planning services, including portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning. They tailor their services to individual client needs and goals.
Assets Under Management$25M
Clients10
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$8.4M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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