Katharine Wagner
Katharine Wagner is a CFP-designated registered investment advisor at Diversified Portfolios, INC., based in Bloomfield Hills, MI, with 13 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 665 clients with $1.9B 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 $2.0M | 0.90% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $15.0M | 0.45% |
| $15M+ | 0.25% |
Standard annual management fee for clients with assets under $1,000,000 is 1.25%. Once assets reach $1,000,000, the tiered schedule applies for the full quarter. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Diversified Portfolios, INC.
Previous Registrations
Bok Financial Advisors
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.
Exams
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