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, […]
Absolutely. You own 100% of your business and client data. Should you decide to go another direction, we can assist with your transition. You’re also able to register as a Registered Investment Advisor (RIA) with the option of continuing Dynamic’s services under an RIA Service Agreement.
No. We have longstanding relationships with multiple custodians. We’ll help you chose the custodian that’s the best fit for you and your clients. You’ll be able to leverage the relationship through Dynamic, and we’ll coordinate the set-up and transition process for you.