Diversified Management Review

Trust Score 98%
Trust Score info_outline

Diversified Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 7 advisors. Diversified Management manages $1.1 billion and provides investment advisory services for 558 clients (1:80 advisor/client ratio).

Diversified Management requires a $500,000 minimum investment and charges a blended rate between 1.25% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management


  • There is only one licensed advisor for every 80 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,916,176
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:80
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $500,000 1.25%
$500,001 to $2,000,000 1.00%
$2,000,001 to $4,000,000 0.75%
$4,000,001 to $10,000,000 0.50%
$10,000,001+ 0.25%

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