Dynamic Wealth Management
Dynamic Wealth Management (CRD# 133496) is a financial advisory firm headquartered in Winter Haven, FL. They manage $30,000,000 in 275 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts275ACCOUNTS
Average Account Value$109,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Lee Hodges (CRD# 1271040) is an Investment Advisor Representative working at Dynamic Wealth Management in Winter Haven, FL and has over 21 years of experience in the finance industry.
Brian Pearce (CRD# 1334784) is an Investment Advisor Representative working at Dynamic Wealth Management in Winter Haven, FL and has over 33 years of experience in the finance industry.