Diversified Financial Management manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, trusts, estates, and businesses. Diversified Financial Management builds diversified portfolios to help clients achieve goals such as income generation, capital preservation, and long-term growth. The firm operates as a registered investment advisor and is legally required to act in your best interest. Diversified Financial Management offers both discretionary services, where the firm makes trades on your behalf without asking first, and non-discretionary services, where you approve every trade. In addition to managing investments in stocks, bonds, mutual funds, exchange-traded funds, and alternative assets, Diversified Financial Management provides guidance on retirement planning, tax analysis, estate planning, and education funding.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. The firm normally enforces a $5,000 minimum annual fee.