Dynamic Wealth Solutions LLC is a Michigan-based, registered investment adviser located in Downtown Farmington. The firm was founded September 2013 and has been focused on providing financial planning, investment advice and portfolio management for individuals, foundations, and institutions. Our fee-only structure eliminates any confusion about what your financial planner is getting paid, and instead puts the focus on providing our clients with individualized professional services. Because we do not sell products or receive any commissions, our clients will never be pressured into an investment approach that may not fit their financial objectives. We work with you and only make recommendations that are aligned with your established investment objectives. Thus, our business model enables more intimate client-adviser connections through zero commission sales and long term fiduciary relationships. The legal definition for a fiduciary duty is as listed below:
"The fiduciary duty requires an investment adviser, by law, to act in the best interest of their clients, putting clients’ interests ahead of their own at all times.[i] Under the fiduciary duty, an investment adviser must provide advice and investment recommendations that they view as being the best for the client. In addition to being obligated to put clients’ interests ahead of their own, fiduciaries must also adhere to the duties of loyalty and care.[ii] An investment adviser, subject to the fiduciary duty, is required to provide up-front disclosures to the client, before any contracts are signed to provide investment advice. These disclosures cover important topics such as the investment adviser’s qualifications, services provided, compensation, range of fees, methods of analysis, record of any disciplinary actions and possible conflicts of interest, if any.[iii] An investment adviser that has a material conflict of interest must either eliminate that conflict or fully disclose to its clients all material facts relating to that conflict."