Diversified Investment Strategies, operating as Advisor.Investments, provides investment advisory services. While they don't market themselves as financial or estate planners, they offer limited consulting on investment and non-investment matters related to managing your investments. They can also provide tax preparation services for a separate fee. Advisor.Investments may recommend other professionals like attorneys or accountants, but you're not obligated to use them.
Assets Under Management$200M
Clients168
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$66M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $8.0M | 0.35% |
| $8M+ | 0.35% |
Fees are negotiable for amounts over $8 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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