Dynic Wealth Management (DWM) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. DWM creates customized investment strategies based on client goals, risk tolerance, and financial situations, using stocks, ETFs, and bonds. Financial planning is included as part of the investment advisory engagement and covers areas like retirement, savings, and insurance needs. DWM also offers retirement plan advisory services to plan sponsors.
Assets Under Management$48M
Clients15
Advisors3
Avg. per Client$3.2M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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