Gary Yarus is a registered investment advisor at Diversified Capital CORP., based in Miami Beach, FL, with 22 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified Capital Corporation Advisory Division charges a percentage of your investments each year, billed quarterly. The annual fee is:
- Up to $1,000,000: Between 0.5% and 0.8%
- $1,000,000 - $3,000,000: Between 0.4% and 0.5%
- Over $3,000,000: 0.4%
The minimum annual fee is $500. The advisor may offer courtesy discounts to clients.
Location
Miami Beach, FL
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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 Capital CORP.
Previous Registrations
Diversified Capital CORP.
Diversified Capital CORP.
State Registrations1 state
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.
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