Diversified Portfolios, Inc. is a registered investment advisor based in Bloomfield Hills, Michigan, providing personalized investment management services. Diversified Portfolios builds portfolios tailored to each client's goals, risk tolerance, and financial objectives using a long-term asset allocation strategy focused on broad diversification across equities, fixed income, cash, and alternative investments. The firm primarily utilizes low-cost, passively managed and enhanced index funds, alongside third-party platforms to manage held-away accounts like retirement plans. Diversified Portfolios acts in the best interest of clients and manages accounts on a discretionary basis, meaning the firm makes trades without prior consent for each transaction. In addition to core investment management, the firm coordinates with outside professionals such as accountants and attorneys to address broader wealth management needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $15.0M | 0.45% |
| $15M+ | 0.25% |
Standard annual management fee for clients with assets under $1,000,000 is 1.25%. Once assets reach $1,000,000, the tiered schedule applies for the full quarter. Fees are negotiable at the firm's discretion.