Diversified Capital Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based investment management and consultation primarily for individual investors and their retirement vehicles (pension and profit-sharing plans, IRAs, and trusts). Its Advisory Division describes itself as fee-only and focuses on portfolio management and periodic investment advice rather than comprehensive financial planning, and the firm has been transitioning away from a legacy broker-dealer business to discontinue commission-based sales.
The firm constructs written investment profiles and tailored asset-allocation models (e.g., Defensive Balanced, Conservative Balanced, Active Balanced, Equity Tilted) and implements portfolios using no-load mutual funds, ETFs, MLPs and, when appropriate, individual stocks and bonds. The sole advisor maintains discretionary trading authority under a limited power of attorney while typically consulting with clients, performs monthly account reviews, and provides monthly hard-copy account summaries rather than relying on email or a website.
Distinctive features include a deliberate intent to keep the advisory business small due to the principal’s other business involvements—including real estate partnerships, trustee and board roles—and the firm’s history of operating a broker-dealer division that it plans to close to eliminate commission conflicts. The firm also participates in the Charles Schwab Institutional program and relies on phone and mailed statements for client communication, occasionally managing certain family or children’s accounts gratis and not voting client proxies.
Client services
Expertise
Fee options
Retainer agreements or fixed fees may be negotiated on a case-by-case basis, but are rare
$0 - $1,000,000: Between 0.5% and 0.8% per year $1,000,000 - $3,000,000: Between 0.4% and 0.5% per year $3,000,000+: 0.4% per year
Hourly rate up to $200 per hour for limited scope engagements
Account minimum: $100,000 Minimum fee: $500 minimum annual fee Fee-only: Fee-only investment management firm; no commissions received for advisory clients
Main office
Miami Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Diversified Capital Corp. · Diversified Capital Corporation
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.
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