Divi-Vest Advisors offers ongoing investment advice tailored to each client's needs. They manage accounts with and without discretion, focusing on building long-term wealth primarily through stocks. Divi-Vest is a fee-only firm, meaning they don't sell commissioned products or accept commissions. Clients receive quarterly reports detailing account holdings and performance.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee is $5,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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