Dynamic Planning Partners offers two fee structures.
- Compensation Management Based
- Fee for Service
Compensation management based is through the management of clients’ insurance and investment needs we are compensated by the providers for our planning and management services. These are fees a client would generally pay regardless of where they place their business and therefore our planning services are at no direct charge to the client.
Fee for service where we charge clients and hourly fee to prepare their planning needs. This structure is more common in cases where there are no product management needs.
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