Dynamic Lifestyle Planning Group manages investment portfolios and provides personalized financial planning services for individuals, high-net-worth clients, corporations, and retirement plans. The firm's services include ongoing asset management, management of held-away accounts like 401(k) plans, federal retirement plan consulting, and standalone or comprehensive financial planning covering debt, college savings, life insurance, retirement, and tax concerns. Dynamic Lifestyle Planning Group uses fundamental analysis and modern portfolio theory to build portfolios, and may recommend third-party money managers when appropriate. The firm operates with a registered investment advisor and is led by Michael J. Abbate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset management fees are no higher than a 1% flat fee annually and are negotiable based on historical relationships, asset types, and account size. Separate tiered schedule applies to federal retirement plan services.