PlanDynamic offers wealth management, comprehensive financial planning, and project-based financial planning services. PlanDynamic's approach is ongoing and interactive, focusing on access, education, and transparency. PlanDynamic tailors its services to each client's financial situation, goals, and objectives, leveraging technology to share potential outcomes and next steps.
Assets Under Management$29M
Clients33
Advisors1
Avg. per Client$880K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. In addition to the management fee, there is a monthly planning fee that ranges from $100 to $150.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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