Diversified Capital CORP.

Assets Under Management

$23.1M

Number of Clients

6

Number of Advisors

1

Average Client AUM

$3.8M

AUM per Advisor

$23.1M

Compensation

Fee-Only (AUM)

About This Firm

Diversified Capital Corporation Advisory Division provides personalized investment management through consultations, focusing on managing client portfolios. Discussions include financial objectives, goals, cash flow needs, tax considerations, education funding, and retirement planning. The firm is fee-only and does not sell commissioned products.

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$500
Areas of Practice
Investment ManagementRetirement Planning
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Location

CO, United States

1 Advisors at this firm