Michael Dinich
Michael Dinich is a registered investment advisor at Your Money Matters Wealth Management, LLC, based in Sayre, PA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable. Same household accounts may be combined for a reduced fee.
Fee Estimator
Location
2382 Elmira St, Sayre, PA, 18840
Get directionsHistory
Regulatory History (1)
Regulatory
January 2001Other Business ActivitiesSells Insurance
Michael is a managing member of Estate Saver LLC (estate planning) and M&K MGMT Group LLC (property management), each taking minimal time. He is also the president of Your Money Matters, providing insurance services, which takes about half of his time, and owns Heritage Beef & Cattle Co., dedicating about 20% of his time.
Employment History
Current Registrations
Your Money Matters Wealth Management, LLC
Previous Registrations
Allegiant Asset Management L.L.C.
State Registrations2 states
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.