CB
CB

Catharine O. Betzig

5 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.
May 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2021 - May 2022 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
November 2019 - May 2022 · 2 yrs 6 mos
Morgan Stanley
May 2018 - October 2019 · 1 yr 5 mos
Morgan StanleyBroker
May 2018 - October 2019 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.