Dynamic Market Advantage (DMA) offers customized investment advisory solutions, primarily to other registered investment advisors. DMA creates a portfolio strategy based on the client's investment goals, risk tolerance, and financial situation, constructing portfolios of low-cost, diversified mutual funds and exchange-traded funds (ETFs). DMA's investment strategies are primarily long-term focused.
Assets Under Management$360M
Clients2
Advisors3
Avg. per Client$180M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Dynamic Market Advantage's investment advisory fees range from 0.30% to 0.80% annually, based on factors such as the complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the market value of assets under management at the end of the prior quarter. Fees may be negotiable.
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