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Dynamic Legacy Planning

Dynamic Legacy Planning. CRD 323407

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CRD: 323407

Dynamic Legacy Planning

Greenfield, IN, 46140
3174777283
www.dynamiclegacyplans.com
$90.0M Total AUM
$90.0M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Meridian foundationInsight
Established Date
10-21-2022
Office Locations
1

Office Locations

17 N Pennsylvania ST Greenfield IN

About Dynamic Legacy Planning

Dynamic Legacy Planning is a wealth advisory firm led by Jason White (CPWA, JD, AAMS) and a dedicated client service team. The firm provides financial and investment planning with a strong focus on legacy and estate strategy, alongside tax and insurance planning. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, with annuity solutions when appropriate, and clients get access to an educational investor resource library.

Team overview

-- AVG AGE
$90.0M AVG AUM / ADVISOR
$486.5K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Vector meridian Focus

Client Personas

North vertex

Custodian

Focus north Timber ridge Pathway catalyst Capital zenith Bridge Vector quantum Value focus Vector

Investment Themes

Peak Momentum North

Investment Vehicles

Optima value Atlas

Services

Insight Atlas prime Quantum Optima horizon Ember Oak Frontier Bridge meridian Meridian

Technology

Timber Glacier north

Owner & Executives

J

JASON CHRISTOPHER WHITE

Financial Advisor, General Partner

CRD
#2766121
Ownership
75% or more
(585) 324-5459
timber.oak@signalcapital.com
in linkedin.com/in/horizon-element

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $90,000,000 --
Non-Discretionary $0 --
Total $90,000,000 --

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Separately Managed Accounts

Total SMA Asset: $90,000,000

$90.0M Total SMA
Public Funds:
34.2%
Equity - Exchange:
27.6%
Cash:
38.2%
Asset class Assets Assets %
Public Funds $1,879,159,347 34.2%
Equity - Exchange $1,516,514,561 27.6%
Cash $2,098,944,066 38.2%
Total $5,494,617,974 100.0%

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