Dynamic Lifestyle Planning Group

RIASEC & State Registered

Total AUM

$78.1M

Discretionary

$70.4M

90% of AUM

Avg account

$550K

Accounts

142

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 342405
Custodians: ASSETMARK CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.6%
Individuals32.61%
Pension & Profit Sharing Plans9.78%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dynamic Lifestyle Planning Group is an independent, minority-scale registered investment adviser organized as an LLC that serves both individual/family and some institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its billing options include a percentage-of-AUM fee plus hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and maintains relationships with other investment advisers and an insurance company as part of its service network.