Diversified Investment Services manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. Diversified Investment Services creates customized investment strategies based on each client's specific goals, time horizon, and risk tolerance, utilizing mutual funds, fixed income securities, exchange-traded funds, real estate funds, and individual stocks and bonds. The firm builds an investment policy statement for each client and monitors portfolios on a regular basis. In addition to investment management, Diversified Investment Services offers one-time financial planning covering retirement, taxes, insurance, and estate planning. There is no minimum investment required to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable up to a maximum of 2.0% annually based on the average daily balance of the portfolio.