Dinergy Wealth Management is a registered investment advisor based in Cincinnati, Ohio, that primarily focuses on managing investment portfolios for individual clients, high net-worth families, business entities, trusts, estates, and charitable organizations. Dinergy Wealth Management crafts personalized asset allocation strategies and manages accounts on a discretionary basis, utilizing traded market securities, fixed income investments, and occasionally unaffiliated third-party money managers. The firm emphasizes risk and volatility management, aiming to secure appreciation in advancing markets and protect capital during market declines. In addition to investment management, Dinergy Wealth Management offers personal financial planning services to help clients establish and work toward short-term and long-term financial goals. Representatives of Dinergy Wealth Management may also act as licensed insurance agents through an affiliated agency, offering insurance products on a commission basis.
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 for assets above $5,000,000 are negotiable. Fees may also be reduced for employees, family members, and friends.