Investment Advisory Services

Our service is designed primarily for financial professionals. They compensate us in one of two ways. They can pay us a flat monthly fee, and trade and custody their accounts on their own. Or, they can choose to have us sub-advise and trade their client accounts, and pay us based on assets under management (AUM). Either way, they get direct, on-demand access to our investment team, and the full features of the portfolio management hub.

If you are a high net worth investor or family office that does not seek a full-service financial advisor, but wants direct access to our investment team and portfolio management capabilities, we consider that on a case-by-case basis. Click HERE to talk to us.

Financial Professional

Turn your investment process into an asset! Build your own portfolios or use our models. Either way, we are here to be your outsourced investment team.
Get Started

$400 - $2000/month

DIY Trading


0.40%/of AUM*

Full Trading Services
*Annualized on first $10mm AUM, with 0.30% thereafter. A $6000/quarter minimum applies.

What's included?

Model Portfolios & Sleeves
ETF Scoring System
ETF Depth Charts
Trade Notes
One-on-One Investment Coaching

"Fees may be negotiable, please refer to your Advisory Agreement and/or Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure
(which can be found on the Securities and Exchange Commission website by searching under CRD #15136)
for additional details regarding fees."