KW
CFP
KW
CFP

Katharine Post Wagner

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
620 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.90%
$2.0M - $6.0M0.65%
$6.0M - $15.0M0.45%
$15M+0.25%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Diversified Portfolios, INC.
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Bok Financial Advisors
February 2013 - September 2015 · 2 yrs 7 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.