Dynamic Wealth Advisors
Assets Under Management
$5.3B
Number of Clients
5,484
Number of Advisors
81
Average Client AUM
$974K
AUM per Advisor
$65.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dynamic Wealth Advisors offers investment advisory services through affiliated Financial Advisors. Services include discretionary and non-discretionary investment management, financial planning, and consulting. They utilize various securities and may recommend sub-advisors or third-party managers. Financial Advisors ascertain client financial situations, risk tolerance, and investment objectives.
Fee Structure
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.
Areas of Practice
Location
2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016