Divergent Capital Asset Management LLC
Assets Under Management
$35.7M
Number of Clients
15
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$8.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Divergent Capital Asset Management offers investment management services, recommending equities, mutual funds, fixed income, real estate funds, insurance products, hedge funds, ETFs, and venture capital funds. They tailor products and services to clients' risk tolerance and investment needs, providing ongoing portfolio management and asset allocation advice. They may recommend independent managers.
Fee Structure
Divergent Capital Asset Management charges an annual advisory fee based on assets under management, ranging up to 2.00%. Fees are negotiable and paid quarterly in advance. Clients may terminate the agreement with 15 days' written notice and receive a pro-rata refund. The firm may also charge performance-based fees to qualified clients. A minimum account size of $100,000 is generally imposed, but may be waived.
Areas of Practice
Location
3785 NW 82nd Avenue, Unit 304, Doral, FL, 33166