Advisor at Dynamic Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dynamic Capital Management, Inc.
Location
Anchorage, AK
Credentials
Series 65
Industry experience
31 years
David Gottstein is the sole advisor at Dynamic Capital Management, Inc. in Anchorage, Alaska, with 31 years of industry experience. He holds a Series 65 credential and has led Dynamic Capital Management since 1994. He is also the CEO of Efficient Tax, LLC, a related business. Dynamic Capital Management provides discretionary portfolio management for individuals, trusts, and institutional accounts, focusing on large-cap equity and balanced portfolios. The firm employs a valuation-driven, large-cap value strategy with an emphasis on after-tax outcomes, supported by a proprietary tax-optimization tool.
Based on Dynamic Capital Management, Inc.
$100,000 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.80% $10,000,000+: 0.65%
Account minimum: $100,000 Fee-only: Fee-based only; no commissions; fees deducted quarterly from accounts.
Anchorage, AK
Alaska
Dynamic Capital Management, Inc.
1994 - Present (32 years)
Dynamic Research Group
1988 - Present (38 years)
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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