Dennis Marinich
Dennis Marinich is a registered investment advisor at Future Financial Wealth Management Group, LLC, based in Cincinnati, OH, with 28 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
7817 Cooper Road,, Suite D, Cincinnati, OH, 45242
Get directionsHistory
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
Dennis is the President/Owner of Future Financial Wealth Management Group, a Registered Investment Advisor, dedicating nearly full-time hours to financial advice and portfolio management. He is also a fixed life insurance agent, spending minimal time selling fixed insurance products.
Employment History
Current Registrations
Future Financial Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Advest, INC.
Advest, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations9 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.