Dynamic Wealth Advisors

Dynamic Wealth Advisors, Inc. is a fee-based investment advisor specializing in dynamic investment management, founded in 2012 and operating as an investment advisor since 2013. The firm offers a holistic approach to investment management, focusing on risk management and strategy alignment with client goals. As fiduciaries, they prioritize client interests and offer services such as financial planning, investment advice, and asset management based on a percentage of assets under management. Clients have individual accounts held at independent custodians, ensuring segregation of assets. The firm employs a variety of investment strategies, including income-focused models, trend-following growth strategies, and opportunistic growth approaches. DWA manages $125,897,568 in discretionary assets as of March 31st, 2024. Fees for investment management services are calculated quarterly based on a percentage of assets under management, with a tiered fee structure. The firm does not charge performance-based fees and requires a minimum household account size of $250,000. DWA does not engage in securities sales for commissions in advisory accounts and exercises investment discretion on behalf of clients. The firm does not vote client proxies and does not provide financial information in the brochure due to specific criteria not being met.