DiversiFi Capital provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning services at three different levels: Starter, Core, and Plus, covering areas like investment, insurance, tax, retirement, and college planning. DiversiFi may use sub-advisors and also manages private equity funds.
Assets Under Management$460M
Clients257
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $35.0M | 0.45% |
| $35M+ | 0.35% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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