Wealth advisors with goals to grow their practice, provide their clients with a wide range of investment solutions, serve more clients with sophisticated needs and maximize their clients’ chances of achieving better outcomes.
A well-tenured investment management team with a broad range of industry experience. Advisors should also expect: Best-in-class investment models to support a variety of client objectives and risk tolerance levels. Diverse selection of strategies, managers and alternative investments. Focus on tax sensitive investment decisions, including mindful account implementations and transitions. White-glove services for high-net-worth clients,
Our first step is to understand your practice goals and objectives and work with you to develop an onboarding plan, tailored to your practice. Once the required background checks are completed and you’ve executed the affiliation documents, we begin to develop and implement your plan. Typically, these steps require one to two weeks, depending upon
The economics of your partnership with Dynamic are flexible and straightforward. For services provided to the advisor, we base our fees on assets under management (AUM) on the Dynamic platform. We use basis points to determine the appropriate fee, using a tier-based calculation. We offer many services to advisors that allow us to provide a
Yes. Dynamic works with advisors seeking relationships to grow their practices. We can arrange for, and help advisors to develop a succession (or contingent succession) plan relationship to protect the future of their practices. Dynamic can be your succession plan, or we can connect advisors who are looking for an exit strategy with those positioned
Dynamic works with both Investment Advisor Representatives (IARs) and Registered Investment Advisors (RIAs) to produce better results for their practices. Dynamic partners with advisors to discover their goals and objectives and create a practice plan for success. We provide a comprehensive platform designed to create efficiency and enhance productivity. Dynamic also offers ongoing practice support,