Diversified Capital Group offers investment advice to individuals, creating tailored portfolios with stocks, bonds, ETFs, and other securities. The firm monitors and rebalances portfolios based on client needs and goals. As a fiduciary, Diversified Capital Group aims to act in the client's best interest.
Assets Under Management$37M
Clients78
Advisors2
Avg. per Client$470K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are billed on a pro-rata basis quarterly in advance based on the total value of a client’s portfolio on the last day of the previous quarter. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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