DM
DM
Dennis Marinich
43 Years of Experience
Sarasota, FL
3 Disclosures
Dennis Marinich is a registered investment advisor at Future Financial Wealth Management Group, LLC, based in Sarasota, FL, with 43 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 218 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
218 clients
Average Client Portfolio
$887K average
Assets Under Management
$193.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sarasota, FL
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2004Settled
Customer Dispute
June 1999Closed-No Action
Criminal
April 1979Final Disposition
Employment History
Current Registrations
Future Financial Wealth Management Group, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLC
May 2016 - February 2018 · 1 yr 9 mos
Wells Fargo Advisors, LLC
December 2005 - May 2016 · 10 yrs 5 mos
Wells Fargo Advisors, LLCBroker
November 2005 - May 2016 · 10 yrs 6 mos
Advest, INC.
November 1999 - December 2005 · 6 yrs 1 mo
Advest, INC.Broker
December 1986 - December 2005 · 19 yrs
The Ohio CompanyBroker
February 1982 - October 1986 · 4 yrs 8 mos
State Registrations2 states
FLOH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.