Divergent Capital Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Divergent Capital Asset Management manages investment portfolios and provides personalized advisory services for individuals, families, trusts, and business entities. Divergent designs investment strategies tailored to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of equities, mutual funds, fixed income securities, exchange-traded funds, and alternative investments. Divergent frequently partners with vetted independent managers to provide specialized portfolio management. The firm emphasizes regular portfolio monitoring, asset allocation, and fundamental and technical analysis to help clients navigate market conditions while working to align investments with their long-term financial objectives.

Assets Under Management$50M
Clients21
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$13M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and range up to 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm