Timothy Fitzharris
Timothy Fitzharris is a registered investment advisor at Dinergy, based in Cincinnati, OH, with 18 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
3700 Park 42 Drive, Suite 130A, Cincinnati, OH, 45241-2081
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
Timothy is a partner at Dinergy Insurance Agency and Dinergy Financial since 2016, dedicating a few hours per week to each. He also serves as a board member and treasurer for Lakota Family YMCA, a managing member of Desert Oak Capital LLC, and a managing member of 401Kickstarter LLC, dedicating minimal time to the YMCA and Desert Oak Capital, and about 10-20% of his time to 401Kickstarter LLC.
Employment History
Current Registrations
Dinergy
Previous Registrations
Horter Investment Management, LLC
J.P. Morgan Securities LLC
Chase Investment Services CORP.
LPL Financial LLC
Citigroup Global Markets INC.
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.