Diane Metivier
Diane Metivier is a registered investment advisor at The Private Client Advisory Group, LLC, based in Cinnaminson, NJ, with 26 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 142 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Cinnaminson, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diane operates under the DBAs "Inspiring Women Financially" and "Private Client Advisory Group" for her LPL business. She is also affiliated with Ash Brokerage Inc. selling non-variable insurance, spends minimal time as an author, co-owns rental real estate, and is involved with Melaluca and Lifewave (health and wellness).
Employment History
Current Registrations
The Private Client Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.