About Dynasty Wealth Management, LLC
Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs.
This is protecting your independence. This is owning your future.
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
50-99
Firm CRD#
153377
States Licensed in
CA,CT,FL,GA,IL,KS,KY,ME,MD,MN,MO,NV,NJ,NY,OH,OR,PA,TX,VA,WI
Years of Experience in Financial Services
30
Number of Years with Current Firm
15
Work with the following types of clients
Individual Investors, Businesses, Investment Clubs
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, RICP®, CPFA
Securities Licenses
Series 6, Series 7, Series 9, Series 55, Series 65, Series 66
Firm Information
Assets Managed by Firm
$916,787,822.00
Assets Managed by Advisor
$100,000.000.00
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Based on Assets
Additional Details on Charges
Dynasty Network advisors charge a percentage fee of AUM for their clients. This service fee tends to be lower than industry average of 1% and is negotiable between you and your respective advisors.
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892600/financialplanners-Dynasty-Wealth-Management,-LLC-detailed-disclosure.html