Dynamic Financial Group
Dynamic Financial Group, LLC is an investment advisory firm based in Cedar Falls, Iowa, established in 2017. The firm specializes in providing asset management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Dynamic Financial Group offers Comprehensive Portfolio Management services, including asset management, financial planning, and consulting. The firm's investment strategies include alternative investments, asset allocation, individual stocks, long-term purchases, and fixed income securities. Clients' accounts are managed on a discretionary basis, with annual reviews conducted to ensure alignment with investment objectives. The firm charges a maximum annual fee of 2.00% for its services, billed quarterly in advance based on account values. Dynamic Financial Group does not offer performance-based fees, and clients have the option to place reasonable restrictions on their investments. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to specific criteria not being applicable. For further details, clients are encouraged to contact the firm directly.
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