Diversified Capital Management, LLC, operating as Diversified Capital Group, provides personalized investment management services to individuals and high-net-worth clients. Founded in 2007 and based in Nipomo, California, the firm builds customized portfolios consisting of individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities. Diversified Capital Group tailors its advice to each client's specific needs, risk tolerance, and time horizon, and continuously monitors and rebalances portfolios. The firm operates on a discretionary basis, meaning professionals make trades on the client's behalf without needing prior approval for each individual transaction. In addition to investment management, certain associated professionals are licensed insurance agents and may offer insurance products for separate, commission-based compensation. Diversified Capital Group does not charge performance-based fees and requires no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are non-negotiable and billed quarterly in advance. The entire portfolio is charged at the single rate corresponding to the total asset tier.