Diversified Planning Concepts offers estate planning, retirement projections, tax strategies, education funding, and investment portfolio management for individuals, couples, executives, small business owners, and retirees. Diversified Planning Concepts builds customized portfolios using fixed income securities, U.S. Treasuries, municipal bonds, mutual funds, and individual stocks. Clients choose their own brokerage firm to hold their assets, and Diversified Planning Concepts manages portfolios on a non-discretionary basis, meaning they must get your approval before making any trades.
Assets Under Management$44M
Clients36
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.65% |
Fees are billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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