Different Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Different Investments, LLC (doing business as C‑Suite Planning) provides discretionary investment management and a range of financial planning services to individuals — including executives and entrepreneurs — as well as trusts, estates, charitable organizations and business clients. The firm’s planning offerings explicitly include divorce consulting, exit planning, and special‑needs planning, and it also works with pension and profit‑sharing plans and corporate clients.
The firm structures client relationships around an Investment Policy Statement and ongoing portfolio monitoring, using a mix of analytical techniques such as fundamental, technical, charting, cyclical analysis and modern portfolio theory to tailor allocations. Portfolios may include a broad set of instruments (mutual funds, ETFs, fixed income, equities and derivatives), and the brochure discloses the use of options and other derivatives in separately managed accounts along with periodic rebalancing and tax‑sensitive transition plans for taxable holdings.
What is noteworthy relative to peers is that the firm acts (or has acted) as a sponsor of a wrap fee program — a feature the brochure notes is uncommon among independent advisers — and it serves pension/profit‑sharing and other institutional clients, which the firm also characterizes as less typical for firms of its type. The brochure also discloses that the firm’s principal is active in other financial services activities (registered representative of a broker‑dealer and an insurance agent) and describes procedures to manage those potential conflicts under its Code of Ethics.
Client services
Expertise
Occupation focus
Fee options
Fixed fee between $3,000 and $6,000 per pillar for financial planning services
$0 - $500,000: 1.20% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.80% $2,000,000.01 - $5,000,000: 0.60% $5,000,000.01 - $10,000,000: 0.40% $10,000,000.01 - $25,000,000: 0.30% $25,000,000.01+: 0.20%
$100 to $500 per hour depending on service size and scope
Subscription fee for financial planning: $1,250/month for executives; $2,000/month for entrepreneurs; discounts apply for accounts over $500,000
Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $500 per hour; Fixed fees range from $3,000 to $6,000 per pillar; Subscription fees: $1,250/month for executives, $2,000/month for entrepreneurs, with discounts for accounts over $500,000
Main office
44679 Endicott Dr, Suite 301
Ashburn VA 20147
Advisors at this office
1
Most active in
Florida · Virginia
Also doing business as
C Suite Planning · Different Investments · Different Investments, LLC · Horizon Ridge Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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