Michael Erik Carmona

CFP · ChFC

Diversified Portfolios, INC.

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Diversified Portfolios, INC.

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 Management	Annual Fee
Up to $2.0M	0.90%
$2.0M - $6.0M	0.65%
$6.0M - $15.0M	0.45%
$15M+	0.25%

Fees may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Contact

Michael Erik Carmona

Location

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

Get directions

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.

Employment History

Current Registrations

Previous Registrations

Planning Alternatives LTD

September 2021 - July 2023 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.

Additional Information

Michael joined Diversified Portfolios after discovering they mirror his passion for serving others through education and goal oriented financial management. He is most at home when face to face with others, discovering their goals and helping them achieve what matters most for themselves and their families.