Dynic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,505,859
Total clients
15
53% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$3,167,057
About
Dynic Wealth Management manages roughly $47.5 million on behalf of individuals, high-net-worth individuals, trusts, and estates, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Engagements may be discretionary or non-discretionary and typically include ongoing portfolio supervision together with financial planning and consulting delivered as part of the advisory relationship.
The firm constructs customized portfolios from individual stocks, ETFs and bonds and may also use mutual funds, alternative investments, options, and short sales; it applies both fundamental and technical analysis and is generally long-term oriented while permitting shorter-term trades for rebalancing or tactical reasons. Notably, DWM may employ derivatives (including options) in separately managed accounts — an approach used by only about 9% of similar supported firms — which introduces additional strategy flexibility and attendant risks that are disclosed in its brochure.
DWM operates with a three-advisor team serving about 15 clients, producing a high advisor-to-client ratio that corresponds with a concentrated, hands-on servicing model and reliance on firm-level compliance procedures. The advisory team includes CFP-qualified professionals with prior experience at large broker-dealers, and some advisors hold insurance licenses and may earn commission income for insurance product implementations; the firm also maintains an institutional custody relationship that provides technology and operational support, creating potential service and conflict-of-interest considerations for prospective clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% Over $20,000,000+: 0.50%
Certain advisory persons are licensed insurance professionals and may earn commissions for insurance product sales, separate from advisory fees.
Fee-only: Investment advisory fees range from 0.50% to 1.25% based on tiered schedule; financial planning included at no additional fee.
Main office location
Dynic Wealth Management LLC
Andover MN, United States
Number of offices
3
Most active in
Arizona · Minnesota · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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