Dynasty Wealth Management, LLC
Assets Under Management
$8.7B
Number of Clients
11
Number of Advisors
14
Average Client AUM
$788.3M
AUM per Advisor
$619.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dynasty Wealth Management (DWM) offers an investment management platform (TAMP), model portfolios, and OCIO services to independent registered investment advisors. DWM provides technology, administrative, operations, and advisory support. DWM also offers access to private investment companies/products via existing models or new private markets diversified sleeves models.
Fee Structure
DWM offers various programs within its investment platform, charging a platform fee ranging from 0.02% to 0.30% of assets invested. There's also an annual minimum account fee of up to $120. DWM's manager fees for investment models range from 0.20% to 0.50%, with additional platform fees up to 0.48%. Private investments platform fees include a 0-0.50% manager fee, a 1-3% upfront fee, and/or a 0-15% performance fee. Private markets diversified sleeves have a program fee ranging from 0-0.10%.
Areas of Practice
Location
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701