Diversified Consumer Planning, owned by Dennis Earl Crawford, offers investment advice tailored to individual client objectives, considering their financial situation and needs. The firm invests solely in publicly listed open-ended mutual funds, including no-load or load-waived exchange-traded funds. Research is based on education, technical and fundamental analysis, and third-party sources. Diversified Consumer Planning uses an active investment strategy and may invest in long-term or short-term positions.
Assets Under Management$7.5M
Clients52
Advisors1
Avg. per Client$140K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$1
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $150K | 1.25% |
| $150K - $450K | 1.00% |
| $450K - $950K | 0.75% |
| $950K - $1.9M | 0.50% |
| $1.9M - $7.0M | 0.35% |
| $7M+ | 0.25% |
Advisory fee is subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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