NV
CFP
NV
CFP

Noel Dacanay Villajuan

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
620 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.90%
$2.0M - $6.0M0.65%
$6.0M - $15.0M0.45%
$15M+0.25%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Diversified Portfolios, INC.
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Sequoia Financial Group, L.L.C.
January 2019 - October 2022 · 3 yrs 9 mos
Ljpr Financial Advisors
October 2017 - December 2018 · 1 yr 2 mos
Strategic Advisers, INC.
March 2013 - August 2017 · 4 yrs 5 mos
Fidelity Brokerage Services LLCBroker
March 2013 - August 2017 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - March 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - March 2013 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
October 1995 - October 2002 · 7 yrs
American Express Financial Advisors INC.Broker
October 1994 - May 1995 · 7 mos
Ids Life Insurance CompanyBroker
October 1994 - May 1995 · 7 mos
Chatfield Dean & CO., INC.Broker
August 1994 - September 1994 · 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.