Divergent Planning offers investment advice and asset management to help clients meet their financial goals. They provide portfolio management, financial planning, and consulting services. They work with clients to understand their financial situation, goals, and risk tolerance. They use various investment strategies, including asset allocation, cyclical analysis, and fundamental analysis.
Assets Under Management$420M
Clients268
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$110M
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Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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