RY
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
620 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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
—
You'll pay an annual fee based on the market value of your assets under management, billed quarterly. Fees may be negotiable based on factors like the complexity of your situation or the amount of assets managed. A minimum of $1,000,000 in assets is generally required to open an account. The fee does not include brokerage commissions or other transaction fees.
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth
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Advisor Information
Office location
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Diversified Portfolios, INC.
December 2010 - Present · 15 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.