Diversified Portfolios, INC.
Bloomfield Hills, MI·SEC-registered · CRD #108942
Diversified Portfolios, INC. is an SEC-registered investment advisory firm in Bloomfield Hills, MI managing $1.9B across 2.5k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.9B
Client accounts
2.5k
Advisory staff
11
Fee model
Fee-only
How Diversified Portfolios, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Diversified Portfolios, INC.
How much does Diversified Portfolios, INC. manage?
Per its most recent SEC Form ADV filing (03/26/2026), Diversified Portfolios, INC. reports $1.9B in regulatory assets under management across roughly 2.5k client accounts.
How does Diversified Portfolios, INC. charge?
Diversified Portfolios, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Diversified Portfolios, INC. a fiduciary?
Yes. Diversified Portfolios, INC. is registered with the U.S. Securities and Exchange Commission (CRD #108942), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Diversified Portfolios, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Diversified Portfolios, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bloomfield Hills, MI
Profile compiled from Diversified Portfolios, INC.'s public SEC Form ADV filing (CRD #108942, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Diversified Portfolios, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Diversified Portfolios, INC.? Claim this profile.