Different Investments, operating as C-Suite Planning, provides investment management and financial planning services. Investment management is discretionary, meaning they make trades without asking you first. Financial planning is offered to executives and entrepreneurs, including divorce, exit, and special needs planning. They work with clients to understand their financial goals and risk tolerance.
Assets Under Management$14M
Clients32
Advisors1
Avg. per Client$450K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.20% |
The Firm’s investment management fee is not negotiable beyond any discounts stated within this Brochure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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