Diversified Asset Management, INC.
Assets Under Management
$126.4M
Number of Clients
85
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Diversified Asset Management, Inc. offers continuous advice on client funds based on individual needs. They develop personal investment policies and manage portfolios accordingly. Services include wealth management, financial planning, and consulting, often using independent managers and a five-step multi-meeting process.
Fee Structure
The annual fee for investment supervisory/wealth management services ranges from 0.5% to 1.5%, depending on the size and complexity of the account. The firm generally requires an initial $750,000 minimum account size and an ongoing $500,000 minimum account size, though exceptions can be made. Financial planning fees are up to $350 per hour, with a minimum initial charge of $2,500. Consulting services are also available at up to $350 per hour.
Areas of Practice
Location
3450 Penrose Place, Suite 160, Boulder, CO, 80301