Cherie Jean Jolly

Dynamic Wealth Advisors

21 Years of Experience

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Firm Information

Dynamic Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

81 advisors

Number of Clients

5,484 clients

Average Client Portfolio

$974K average

Assets Under Management

$5.3B

Fee Structure

Financial Plan Fee:$1,000 - $50,000

Hourly Rate:$150 - $500/hr

Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Advisor Information

Office location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.