Frequently Asked Questions > Company Information (9 entries)
Detailed answers questions about Dynamic Wealth Strategies, LLC
Search the FAQ for entries containing:
-
Dynamic Wealth Strategies was established in January, 2008. Dynamic’s founders have known each other and worked together for several years prior to establishing the company.
-
Our founders are registered as General Securities Representatives and Investment Advisor Representatives. In addition, all three founders each maintain a California insurance license. David Koehler, is also a Certified ...
-
Please visit our Privacy Policy page for more information.
-
No; however, larger accounts may qualify for a discounted fees and/or commissions.
-
It depends on where your accounts are held. For most accounts, please visit www.mainaccount.com/ifg to access your accounts. If you have trouble logging in, please contact us for further ...
-
As an independent firm, we have great flexibility on how and what we charge for unique client needs. We have three different ways of billing for our services. We ...
-
Our charges completely depend on your individual situation and we will disclose our charges to you before we begin work.
-
Following are items that should provide us with a good foundation for understanding your financial situation: Any investment account statements Copies of last ...
-
Depending on where your account is held, your money may or may not be covered by SIPC. Please look for the SIPC logo and visit www.sipc.org for more information.