We adhere to the fiduciary duty and fee-only pricing. The National Association of Professional Financial Advisors defines a Fee-Only financial advisor as one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.
Therefore, we do NOT receive commissions, rebates, awards, finder’s fees, bonuses or other forms of compensation from others as a result of a client’s implementation of the individual’s planning recommendations. "Fee-offset" arrangements, 12b-1 fees, insurance rebates or renewals and wrap fee arrangements that are transaction based are examples of compensation arrangements that do not meet the NAPFA definition of Fee-Only practice.
Our pricing is based on assets under management for the household and the investment strategy. We typically apply fees quarterly, for example a 1% asset-based fee would be 0.25% per quarter paid to your advisor for re-balancing, ongoing advice and comprehensive financial planning.
Our minimum account balance is $50,000 which may be negotiable upon certain circumstances. The fee applied is based on an agreed percentage, in other words we do not take a commission. We only receive compensation from clients and never a mutual fund, insurance company or any other source. The fee is automatically withdrawn from investment accounts on a monthly or quarterly basis. In order to provide transparent pricing and ensure your account is aligned properly with your financial objectives we assign each account a specified "Risk Number" provided by a third-party software. This helps us monitor portfolios efficiently and effectively to ensure your financial future is secure.
Individual client pricing may vary and ultimately depends on the particular investment strategy being implemented, tax considerations, account type and total assets under management. In addition, we provide comprehensive financial planning and full service asset management.
Schedule Your Appointment! 1-844-397-7767
Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment adviser. This page is published for residents of the United States and is for informational purposes only. Investment Adviser Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every adviser listed. Dynamic Wealth Solutions, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact our office at 1-844-397-7767