Financial Planning Engagement
Complete Financial Plan Including:
- Debt Management
- Retirement & Employer Benefits
- Education Funding
- Insurance Review
- Investment Review
- Tax Planning
- Estate Planning
Project Based Planning
- Limited scope covering one, or more of the above categories
Client implements the plan
Cost
One-time, up-front fee based on the scope and complexity of the engagement. This generally ranges from $750 - $2,500
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.
Ongoing Financial Planning
Ongoing Financial Plan Including:
- Debt Management
- Retirement & Employer Benefits
- Education Funding
- Insurance Review
- Investment Review
- Tax Planning
- Estate Planning
- Distribution Management
Plan Implementation
Investment Management
Regular plan updates
Cost
| Assets | Fees |
|---|---|
| Up to $1MM | 1.0%/year |
| Next $1M to $2MM | 0.65%/year |
| Next $1MM to $3MM | 0.40%/year |
| Above $3MM | 0.25%/year |
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.