John Mailander
John Mailander is a registered investment advisor at Dinergy, based in Mount Prospect, IL, with 26 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 88 clients with $23M 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 - $2.0M | 1.85% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.20% |
| $5M+ | 1.20% |
Fees are negotiable for accounts above $5,000,000. In certain limited circumstances, Dinergy may reduce fees for clients that are also their employees, their family members or their friends.
Fee Estimator
Location
Mount Prospect, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President and an insurance agent for A. King Financial Charted, LTD, selling life insurance, dedicating about half of his time to this activity. He is also a co-owner of Buckeye King, LLC, a rental property, spending minimal time on this.
Employment History
Current Registrations
Dinergy
Previous Registrations
Horter Investment Management, LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Natcity Investments, INC.
Natcity Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Fort Washington Brokerage Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations4 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.