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Craig Nieschwietz

Advisor at Dynamic

Updated today
Dynamic logo

Firm

Dynamic

Location

Falls City, TX 78113

Credentials

Series 66

Industry experience

14 years

Client services

Based on Dynamic

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Model portfolio adviser services for third party program

Expertise

Based on Dynamic

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on Dynamic

Founder/Business Owner Retired Executive

Fee options

Fixed

Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.

Percentage

$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs

Commissions

Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.

Project-based

Financial Planning hourly rates generally range from $150 to $500 per hour.

Subscriptions

Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.

Other

Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.

Location

311 North Front Street

Falls City, TX 78113

Most active in

Texas

Work history

DYNAMIC WEALTH ADVISORS dba BALANCED FINANCIAL SERVICES

2020 - Present (6 years)

Craig Nieschwietz PLLC

2019 - Present (7 years)

Kmc Capital Management

2014 - 2020 (6 years)

Brehm, Havel & Company, LLP

2005 - 2019 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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