Diversified Planning Strategies Advisors LLC (DPS Advisors) offers financial planning and portfolio management services. Financial planning covers cash flow, retirement, insurance, education savings, and estate analysis. Portfolio management is offered on a discretionary basis, using model portfolios developed by a sub-advisor. DPS Advisors also has an affiliation with a licensed insurance agency, Diversified Planning Strategies, LLC.
Assets Under Management$150M
Clients364
Advisors4
Avg. per Client$420K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.35% |
| $3M+ | 1.00% |
Fees are negotiable based on the complexity of client goals and objectives and level of services rendered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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