Dynamic Wealth Advisors offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit sharing plans and businesses. Dynamic's financial advisors work with clients to determine their investment goals, risk tolerance, and financial situation. Investment strategies are primarily long-term focused, but financial advisors may rebalance positions to meet client objectives or due to market conditions. Dynamic also provides financial planning and consulting services.
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.