Diversified Capital Corporation Advisory Division offers investment management services to individuals and their retirement accounts. The firm consults with clients to discuss financial objectives, goals, cash flow needs, and tax considerations. Diversified Capital Corporation does not act as a custodian of client assets, and clients make the final decisions on their investments. The firm creates a written investment profile for each client and reviews accounts monthly.
Assets Under Management$19M
Clients5
AdvisorsN/A
Avg. per Client$3.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
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.
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