Why work with us?

  • We give more advice...

    We just do more.

    Our advice offering has significantly more depth and breadth than traditional wealth advisory relationships. We analyze every asset, liability, income and expense item to find inefficiencies.

    We aim to give you everything you need, and nothing you don’t.

    Although we’re rigorous in our analysis, we keep execution and management as simple as possible.

    Check out our planning page for an example engagement and some use cases

  • ...for lower fees vs. the market

    Major market research gives us a clear idea for industry averages based on household size. We are well below the average fee for our average household.

    Our fee is also designed to be flexible so that we can offer advice without requiring an investment management relationship.

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Our Fee

We will price out your engagement based on what you want and our estimate of internal resources and costs required to deliver for you. We have two core fees - financial planning and investment management. This allows us to work with all families, not just those with liquid investable wealth.

Flat Retainer: This is the cost of our core financial advice offering which includes financial planning, tax planning, and investment advice. The retainer fee also includes a certain amount of discretionary investment management. We want to give you the advice you need without requiring an investment management relationship.

  • The annual planning fee ranges from $15,000 to $60,000 based on household complexity and serves as the minimum household fee going forward.

Investment Management: For families seeking only investment management or something more than what is included the flat retainer fee, we offer investment management under a traditional tiered fee based on discretionary assets under management.

Please refer to your Financial Planning Agreement, Investment Management Agreement and/or Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure (which can be found on the Securities and Exchange Commission website by searching under CRD #15136) for additional details regarding fees.