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.
General Information |
| Firm Start Year: | 2010 | |
| No. of Employees: | 50-99 | |
| States Licensed in: | CA,CT,FL,GA,IL,KS,KY,ME,MD,MN,MO,NV,NJ,NY,OH,OR,PA,TX,VA,WI |
| 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 |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Bonds |
| Can meet clients in the following ways: | Email, Phone, Our Offices, Video Conference |
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 |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| We serve families and communities all across the Unites States in almost all major cities. With headquarters and satellite offices all across the nation specializing in different areas of wealth management, your access to our network is valuable and unique. |
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