Diversified Planning Concepts provides financial and estate planning services to individuals, couples, salaried executives, small business owners, and retirees. These services include analysis of investment portfolios, personal retirement projections, tax and estate planning, and funding for children’s education. Financial planning is integrated with asset management, with decisions made in consultation with the client.
Assets Under Management$44M
Clients36
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $3.5M | 0.65% |
| $3.5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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