Diversified Portfolios offers personalized investment management services based on your financial goals and risk tolerance. They create an investment plan and build a diversified portfolio using equities, fixed income, and cash. They monitor and reconcile your account regularly. They may also provide advice on wealth management issues and recommend other professionals like attorneys or accountants. For retirement plans, they can act as a fiduciary under federal retirement plan rules.
Assets Under Management$1.7B
Clients620
Advisors11
Avg. per Client$2.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $15.0M | 0.45% |
| $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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