Dinergy Wealth Management provides investment management services with personalized strategies based on your financial situation and risk tolerance. They manage portfolios using stocks, bonds, mutual funds, and exchange-traded funds. Dinergy also offers financial planning services to assess your financial goals and develop a written plan. They may use unaffiliated investment advisory firms as part of their investment management program.
Assets Under Management$23M
Clients88
Advisors2
Avg. per Client$260K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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