Diversified Portfolios, INC.
Assets Under Management
$1.7B
Number of Clients
620
Number of Advisors
9
Average Client AUM
$2.7M
AUM per Advisor
$184.5M
Compensation
Fee-Only (AUM)
About This Firm
Diversified Portfolios provides discretionary investment management services based on client goals and risk tolerance. They build diversified portfolios using equities, fixed income, and cash, minimizing transaction costs. They may recommend other professionals and offer additional services for held-away accounts. They also provide investment management for qualified ERISA plans.
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | 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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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
