Divergent Wealth Advisors provides personalized investment management, financial planning, and retirement consulting services. The firm builds portfolios using exchange-traded funds, individual stocks, bonds, and mutual funds, tailoring strategies to each client's goals and risk tolerance. In addition to portfolio management, Divergent Wealth Advisors offers standalone financial planning covering retirement, taxes, estate planning, and debt analysis. The firm also provides a Signature Professional Program that helps cover estate planning legal fees for qualifying clients who meet certain asset minimums. Divergent Wealth Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
The total annual advisory fee shall not exceed 1.60% of the market value of your assets under management. Fees are negotiable in special circumstances.