Brandon Kurz
Brandon Kurz is a CFP-designated registered investment advisor at Diversifi Capital LLC, based in Los Altos, CA, with 11 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 257 clients with $460M 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 $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $35.0M | 0.45% |
| $35M+ | 0.35% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Location
4546 El Camino Real B10, #1013, Los Altos, CA, 94022
Get directionsHistory
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
Brandon receives compensation for assisting clients with life insurance, new assets under management brought to the firm, and real estate purchases. This activity is investment-related.
Employment History
Current Registrations
Diversifi Capital LLC
Previous Registrations
Mercer Global Advisors INC.
Aldrich Wealth LP
Dragon Financial Group
Dragon Financial Group
AXA Advisors, LLC
State Registrations2 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.