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Dynic Wealth Management LLC

Updated today

Client assets under management

$45,527,834

Clients

15

53% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

5

Very Low

Average account size

$3,035,189

About

Dynic Wealth Management manages roughly $47.5 million on behalf of individuals, high-net-worth individuals, trusts, and estates, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Engagements may be discretionary or non-discretionary and typically include ongoing portfolio supervision together with financial planning and consulting delivered as part of the advisory relationship.

The firm constructs customized portfolios from individual stocks, ETFs and bonds and may also use mutual funds, alternative investments, options, and short sales; it applies both fundamental and technical analysis and is generally long-term oriented while permitting shorter-term trades for rebalancing or tactical reasons. Notably, DWM may employ derivatives (including options) in separately managed accounts — an approach used by only about 9% of similar supported firms — which introduces additional strategy flexibility and attendant risks that are disclosed in its brochure.

DWM operates with a three-advisor team serving about 15 clients, producing a high advisor-to-client ratio that corresponds with a concentrated, hands-on servicing model and reliance on firm-level compliance procedures. The advisory team includes CFP-qualified professionals with prior experience at large broker-dealers, and some advisors hold insurance licenses and may earn commission income for insurance product implementations; the firm also maintains an institutional custody relationship that provides technology and operational support, creating potential service and conflict-of-interest considerations for prospective clients.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% Over $20,000,000+: 0.50%

Commissions

Certain advisory persons are licensed insurance professionals and may earn commissions for insurance product sales, separate from advisory fees.

Other

Fee-only: Investment advisory fees range from 0.50% to 1.25% based on tiered schedule; financial planning included at no additional fee.

Main office location

Dynic Wealth Management LLC

Andover MN, United States

Number of offices

3

Most active in

Arizona · Minnesota · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dylan F

CFP®, Series 63

Andover, MN

Dynic Wealth Management LLC

Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies
user avatar

Nicholas R

Series 63, Series 66

Medina, NY

Dynic Wealth Management LLC

Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies
user avatar

Grant K

Series 66

Phoenix, AZ

Dynic Wealth Management LLC

Grant Kamin is a financial advisor at Dynic Wealth Management LLC in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James Financial Services, and Continuum Wealth Management. Outside of his advisory role, he is the owner of TC Ticket Experience, Inc., where he focuses on vision, delegation, and strategy. Dynic Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment approach, incorporating a range of securities and tailored asset allocation based on client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies
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