Raymond Vo is a CFP-designated registered investment advisor at Diversifi Capital LLC, based in Los Altos, CA, with 10 years of industry experience. Raymond 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Diversifi Capital LLC
State Registrations1 state
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