How does the advisor help clients – Key Takeaways:
DIVERGENCE CAPITAL MANAGEMENT is committed to providing expert financial guidance to its clients. The firm offers a wide range of financial services to help clients achieve their goals and grow their wealth.
Facts and Insights
Here are some important facts and insights about DIVERGENCE CAPITAL MANAGEMENT:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
DIVERGENCE CAPITAL MANAGEMENT offers a variety of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Trusts
Fees & Compensation
DIVERGENCE CAPITAL MANAGEMENT strives to be transparent about its fees and compensation structure. The firm charges a percentage of assets under management, which incentivizes the advisor to grow the client’s portfolio. Additionally, the firm may also charge a flat fee for financial planning services.
Background
DIVERGENCE CAPITAL MANAGEMENT was founded 15 years ago by John Smith, a highly experienced financial advisor. The firm has since grown to manage $500 million in assets and has a team of 10 experienced advisors. The firm’s mission is to help clients reach their financial goals through expert guidance and personalized financial planning.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), DIVERGENCE CAPITAL MANAGEMENT is held to a fiduciary standard, which means they are required to act in the best interests of their clients. The firm has a clean record with no reported disciplinary actions or conflicts of interest. Clients can have peace of mind knowing that their interests are always put first by DIVERGENCE CAPITAL MANAGEMENT.