Diversified Portfolios, INC.
Assets Under Management
$1.7B
Number of Clients
620
Number of Advisors
9
Average Client AUM
$2.7M
AUM per Advisor
$184.5M
Compensation
Fee-Only (AUM)
About This Firm
Diversified Portfolios, Inc. provides discretionary investment management services based on client goals and risk tolerance. They build diversified portfolios using equities, fixed income, and cash, and may recommend other professionals like attorneys or accountants. They also offer advice on wealth management issues.
Fee Structure
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
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
Location
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
