Family Dynasty Advisors Llc
4601 S. LOOP 289 SUITE 7, Lubbock, Texas 79424
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
management fee, as noted above, from the industry and firm standard of a 1% annual management fee. Thus, all assets under management by the Advisor are charged the same reduced annual management fee of .65%. 5 5.B How fees are charged Fees are calculated on the account market value
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.