Dynamic Wealth Strategies, LLC
Assets Under Management
$145.0M
Number of Clients
152
Number of Advisors
4
Average Client AUM
$954K
AUM per Advisor
$36.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dynamic Wealth Strategies, LLC specializes in asset management, comprehensive portfolio management, fixed income management, and financial planning & consulting. They create portfolios using various securities and tailor them to client needs. They also provide financial plans covering investment, retirement, estate, and tax planning.
Fee Structure
Fees are based on a percentage of your assets under management, billed quarterly. The exact percentage depends on the specific service you choose (Asset Management, Comprehensive Portfolio Management, Horizons Fixed Income Management, or Dynamic BIOs Management) and the size of your account. There is a minimum account size to work with the firm, ranging from $500,000 to $1,000,000 depending on the service. Financial planning and consulting are charged hourly at $375 per hour, which may be negotiable.
Areas of Practice
Location
9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746