Dynamic Wealth Strategies, LLC

Dynamic Wealth Strategies, LLC is a financial advisor firm based in Granite Bay, California. The firm was established in 2013 and is owned by Nathan Ankney, J. Brian Boyle, and Everett Hambleton. They specialize in asset management, comprehensive portfolio management, horizons fixed income management, BIOs management, and financial planning & consulting. For asset management services, the firm creates portfolios based on individual needs and risk tolerance, with a minimum initial investment of $1,000,000. Fees are based on a tiered structure, starting at 1.40% for assets under $500,000. Comprehensive portfolio management services have a similar fee structure with a minimum initial investment of $1,000,000. Horizons fixed income management services have a lower fee structure, starting at 0.50% for assets under $500,000. The firm also offers financial planning and consulting services covering various areas such as investment planning, retirement planning, estate planning, and tax planning. Clients have the option to place reasonable restrictions on their investments. The firm acts as a fiduciary, placing client interests ahead of their own. Clients have the option to grant investment discretion to the firm, allowing them to manage their accounts. The firm does not vote client securities proxies and does not receive compensation for client referrals. The team includes experienced professionals with qualifications such as CFA and CFP certifications. The firm emphasizes high ethical standards and compliance with regulatory requirements.