Divvi Wealth Management provides investment advice and financial planning to individuals, high-net-worth individuals, trusts, business owners, and estates. Services include asset management, wealth management (which includes comprehensive financial planning), and ERISA plan services. Divvi Wealth Management may utilize third-party investment managers and private real estate investments.
Assets Under Management$110M
Clients192
Advisors4
Avg. per Client$580K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.50% |
These fees are for Asset Management. Fees are negotiable. Accounts held at American Funds Service Company (AFS) are charged a maximum annual fee of 1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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