Dynamic Financial Planning LLC offers investment management and financial planning services. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement, and tax strategies. Dynamic FP provides both ongoing and project-based financial planning. The firm primarily advises on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$510K
Clients6
Advisors1
Avg. per Client$85K
Avg. per Advisor$510K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
If Dynamic FP uses an outside manager, their platform fee will be in addition to Dynamic FP’s advisory fee and will range from 0.12% - 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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