Dynamic Wealth provides investment management and financial planning services to individuals, families, trusts, and businesses. Planning includes retirement, taxes, executive compensation, college, and business succession. Dynamic Wealth acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. Investment strategies are long-term, using diversified exchange-traded funds and mutual funds.
Assets Under Management$23M
Clients12
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.10% |
All Dynamic Wealth fees are negotiable. Minimum monthly management fee of $650.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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