Diversified Financial Advisors offers investment advice tailored to individual needs, focusing on mutual funds and ETFs, but also advising on other securities. Services include asset management (discretionary and non-discretionary), asset allocation, financial planning, financial consulting, retirement plan advisory, and selection of third-party money managers. Financial plans are based on current financial situations, and clients must notify the firm of any changes.
Fee Structure
Diversified Financial Advisors charges an annual fee for managing your investments, ranging from 0.25% to 1.50% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. This fee is negotiable. The fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter.