Diversey Capital, LLC offers investment management on a discretionary basis, structuring portfolios based on a client's financial situation, goals, and risk tolerance. They also offer financial planning and consulting services covering personal finance, income tax planning, college planning, retirement planning, and estate planning. Clients can engage for both services or either independently. Diversey Capital requires a minimum portfolio size of $250,000 for discretionary accounts, but this may be waived.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Diversey Capital also offers a DCM Strategy, which is a stand-alone discretionary asset management program offered exclusively under a performance-based fee structure. DCL’s fee for this strategy is 20% of the monthly net gain in fair market value of all assets in the account.