Divine Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Divine Asset Management LLC provides discretionary investment management, holistic financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, business owners, and institutional clients, including employer-sponsored retirement plans and plan participants. The firm reports approximately $6.62 million in regulatory assets under management (as of December 31, 2025) and also offers structured strategic business advisory engagements related to growth, succession, capital strategy, and transaction preparedness under separate written agreements.
Investment portfolios are managed on a discretionary basis and tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon, using a mix of fundamental, technical, and macro analysis informed by thematic views on economic, demographic, governance, and innovation trends. When providing advice to retirement plans or IRAs, the firm acts as a fiduciary under ERISA and, where appointed in writing, may serve as an ERISA Section 3(38) investment manager with discretionary authority.
What distinguishes the firm from many peers is its explicit offering of institutional retirement-plan services alongside individual wealth management and its provision of non-transaction-based, fixed-fee strategic business advisory retainers. The firm requires custody with Interactive Brokers LLC, generally does not aggregate trades across accounts, does not vote client proxies, and discloses that advisory fees may be deducted directly from client accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fees typically range from $1,000 to $5,000 for financial planning; Fixed monthly retainers from $1,000 to $10,000 for strategic business advisory services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Up to $400 per hour for financial planning services
Account minimum: $10,000 Fee-only: Fixed fees from $1,000 to $5,000; Hourly fees up to $400 per hour; Fixed monthly retainers from $1,000 to $10,000 for business advisory services
Main office
Lake Hill NY
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Divine Alternative Asset Management LLC · Divine Asset 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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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