Diversified Capital CORP.
Assets Under Management
$23.1M
Number of Clients
6
Number of Advisors
1
Average Client AUM
$3.8M
AUM per Advisor
$23.1M
Compensation
Fee-Only (AUM)
About This Firm
Diversified Capital Corporation Advisory Division provides personalized investment management through consultations, focusing on managing client portfolios. Services include discussions of financial objectives, goals, cash flow needs, tax considerations, education funding, and retirement planning. The firm is fee-only and does not sell commission-based products.
Fee Structure
The annual fee for investment advisory and management services is based on a percentage of investable assets and the complexity of the work required. The brochure lists fee ranges: between 0.5% and 0.8% per year up to $1,000,000, between 0.4% and 0.5% per year for $1,000,000 to $3,000,000, and 0.4% per year for $3,000,000 and up. The minimum annual fee is $500. Hourly planning services are available, not to exceed $200 per hour. Courtesy discounts may be granted.
Areas of Practice
Location
CO, United States