Divergent Wealth Advisors offers various investment advisory programs, including Signature Portfolios, Fixed Income Portfolios, Custom Portfolios, and Portfolio Consulting Services. They also offer financial planning and retirement plan consulting. Divergent Wealth Advisors was acquired by NFP Retirement Inc. but maintains separate registration. They work with individuals and other entities, acting as a fiduciary to meet client financial goals.
Fee Structure
Divergent Wealth Advisors manages investment portfolios for clients, offering different portfolio options. The annual advisory fee will not exceed 1.60% of the market value of your assets under management. The fee is billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Fee adjustments will be made for individual deposits or withdrawals during the quarter in excess of $2,500. The fee is typically deducted from the managed account, but can be paid from another account or invoiced directly.