Diversify Wealth Management offers a wide range of financial services, including portfolio management, financial planning, family office services, and corporate consulting. The firm operates on both a discretionary and non-discretionary basis, utilizing various platforms such as advisor-managed solutions, outside managed managers, and internal models that incorporate mutual funds, equities, bonds, ETFs, and alternative investments. Diversify Wealth Management tailors its advisory services to the individual needs of clients by evaluating their personal financial situations, goals, risk tolerances, and time horizons. The firm serves individuals, high-net-worth clients, corporations, pension plans, trusts, and small business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. Maximum annual advisory fee across programs is generally 2.00%. Additional strategy fees may apply depending on the platform.