DiFi Advisory provides investment management on a discretionary or non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. They also offer standalone financial planning services, including investment, retirement, estate, tax, education, and insurance planning. Implementation of financial plan recommendations is at the client's discretion. DiFi Advisory is an asset-based fee investment management firm and does not receive commissions.
Assets Under Management$2.5M
Clients14
Advisors1
Avg. per Client$180K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees may be negotiable at DiFi Advisory's discretion based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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