Noel Dacanay Villajuan

CFP

Diversified Portfolios, INC.

20 Years of Experience

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Firm Information

Diversified Portfolios, INC.

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304

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Regulatory 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.