Diversified Management, Inc. (DMI) offers investment advice, financial planning, and income tax services. DMI's services include cash flow management, retirement planning, analysis of executive benefits, charitable giving strategies, estate planning, analysis of education funding alternatives, life insurance sufficiency analysis, investment management, tax planning and income tax return preparation. DMI also operates as Cream City Investment Services (CCIS) for clients who may not meet DMI's asset minimums. CCIS provides portfolio management services using model asset allocation portfolios.
Assets Under Management$1.7B
Clients366
Advisors6
Avg. per Client$4.6M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees for all accounts may be negotiated. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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