Assets Under Management
$126.4M
Number of Clients
85
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Diversified Asset Management, Inc. offers continuous advice regarding investment of client funds based on individual needs. Services include investment planning, wealth enhancement, wealth transfer, asset protection and charitable gifting. They also provide financial planning services, usually in conjunction with investment management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Actual fee rates may be negotiated. A minimum annual fee of $10,000 applies, but may be negotiable.
3450 Penrose Place, Suite 160, Boulder, CO, 80301