Diversified Resources offers investment management services through a custom asset allocation program and a third-party advisor, SEI Investment Management Corporation. They also provide holistic financial planning services tailored to individual and family needs. Investment plans are based on your financial situation and the information you provide. Diversified Resources acts as a broker-dealer and insurance agent, which may create conflicts of interest.
Assets Under Management$270M
Clients640
Advisors1
Avg. per Client$420K
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.40% |
Fees, account minimums, and payment terms may be negotiable. SEI also charges a fee, up to a maximum of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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