The Dienekes Corporation offers investment advice tailored to individual client needs, providing both discretionary and non-discretionary portfolio management. The firm manages investments for individuals, pension plans, trusts, estates, charities, corporations, and other entities. The Dienekes Corporation continuously monitors client accounts and makes trades as needed, but clients are responsible for notifying the firm of any changes to their financial situation or investment objectives.
Assets Under Management$1.2M
Clients2
Advisors1
Avg. per Client$610K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...