Divine Asset Management works with clients to determine their investment objectives and risk profile, developing a customized investment plan. Services include direct management of client portfolios and 401k advisory programs. Divine also offers holistic financial planning and business coaching services to clients seeking strategic guidance during key transitions.
Assets Under Management$4.1M
Clients21
Advisors1
Avg. per Client$190K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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