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DiversyFund Growth REIT

in Investment Advisors from DiversyFund Inc

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DiversyFund Growth REIT

Unaffiliated

in Investment Advisors from DiversyFund Inc

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Highlights
Minimum Initial Investment $500
Management Fee 0%

DiversyFund Growth REIT Review

DiversyFund is founded in 2014 and based in San Diego, CA.

DiversyFund Pros & Cons
The Good The Bad
  • Access to human advisors.
  • Does not offer low-cost ETFs.
  • Tax-loss harvesting not available.
  • Small selection of account types offered.
  • Limited investment options.
DiversyFund FAQ

What fees does DiversyFund charge?

DiversyFund uses a fee-only model.

This means DiversyFund gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

DiversyFund Growth REIT Trade Fees
Description
Monthly Fee $0
Annual Fee $0
Fee Based?
Investment Expense Ratios 2% - 8%
Management Fee 0%

What management fees does DiversyFund charge?

DiversyFund charges a fixed monthly fee of $0 to $0 .

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of DiversyFund?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

DiversyFund charges an investment expense ratio that starts at 2% and ranges up to 8%.

What features does DiversyFund offer?

Access to human advisors: Robo-advisors are great at keeping costs down and helping investors with modest balances make good investment choices. However, it is also nice to have access to human financial advisors when you need them.

DiversyFund is registered with the Securities and Exchange Commission, or SEC. Registered investment advisors are required to provide detailed information on the financial and legal status of the company and its staff. This allows investors to examine closely any conflicts of interest and look into the background of the company and its advisory team.

What type of investment accounts and asset classes does DiversyFund support?

These are the investment options DiversyFund Inc offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Real Estate
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • ETFs

What is the minimum amount you have to invest to open an account with DiversyFund?

The minimum amount to open an account with DiversyFund is 500.
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Contact

Hours of Operation

  • Sunday Closed
  • Monday 8:00am - 6:00pm
  • Tuesday 8:00am - 6:00pm
  • Wednesday 8:00am - 6:00pm
  • Thursday 8:00am - 6:00pm
  • Friday 8:00am - 6:00pm
  • Saturday Closed

Other Services by DiversyFund Inc

Feature Breakdown

Minimum Initial Investment $500
Investment Choices Real Estate
Investment Features
  • SEC Registered
  • Access to human advisors

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