Diversifi Capital Fees & Minimum

Overview

Headquarters: Los Altos, CA
Total Firm Assets: $671 million
Average High-Net-Worth Client Portfolio Size: $2.8 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: ADV PART 2A- DIVERSIFI CAPITAL INC (2026-09-17) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.20%
$500,001	$1,000,000	1.00%
$1,000,001	$5,000,000	0.80%
$5,000,001	$15,000,000	0.60%
$15,000,001	$35,000,000	0.45%
$35,000,001	and above	0.35%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,000	1.10%
$5 million	$43,000	0.86%
$10 million	$73,000	0.73%
$50 million	$245,500	0.49%
$100 million	$420,500	0.42%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 93.05%
Number of High-Net-Worth Clients: 223
Total Client Accounts: 966
Discretionary Accounts: 964
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 242788

ADV PART 2A- DIVERSIFI CAPITAL INC (2026-09-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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