Dynamic Legacy Planning (DLP) provides both investment management and financial planning services. For investment management, DLP offers both discretionary and non-discretionary options, tailoring strategies to individual client goals and risk tolerance. Financial planning includes comprehensive plans covering various aspects of an investor's financial life, as well as ad-hoc planning for specific needs. Jason White is the owner and Chief Compliance Officer.
Assets Under Management$74M
Clients170
Advisors1
Avg. per Client$440K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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