{ “@context”:”https://schema.org”, “@type”:”FAQPage”, “mainEntity”:[ { “@type”:”Question”, “name”:”What is Concierge Wealth Services?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”It’s an invitation-only program for accredited or otherwise qualified investors that provides access to institutional-grade portfolio construction, quantitative risk management, and curated opportunities through an independent SEC-registered investment adviser.”} }, { “@type”:”Question”, “name”:”Do you provide investment advice?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”No. Diversified Insurance Brokers does not offer securities or investment advice. We facilitate introductions to a respected, independent SEC-registered investment adviser. Any advice, portfolios, fees, and account documentation are provided solely by that adviser under their regulatory framework.”} }, { “@type”:”Question”, “name”:”Who qualifies for the program?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”Generally, accredited or otherwise qualified investors who meet the adviser’s eligibility and suitability standards. Qualification is confirmed during a confidential review with the adviser.”} }, { “@type”:”Question”, “name”:”Is there an account minimum?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”Minimums vary by strategy and are set by the adviser. We’ll confirm fit and discuss any minimums during your introductory conversation.”} }, { “@type”:”Question”, “name”:”What kinds of strategies are available?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”Research-driven, first-principles portfolio construction using quantitative risk controls, purposeful diversification, and liquidity planning. Specific allocations depend on your objectives, constraints, and the adviser’s due-diligence process.”} }, { “@type”:”Question”, “name”:”How are fees structured?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”Fees are disclosed by the adviser and typically include an asset-based advisory fee (and, where applicable, strategy-specific costs). If any referral compensation applies, it will be disclosed in writing per regulations.”} }, { “@type”:”Question”, “name”:”What are the risks?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”All investments involve risk, including possible loss of principal. There are no guarantees of performance. Strategy selection, market conditions, liquidity, and taxes can affect outcomes.”} }, { “@type”:”Question”, “name”:”Can you coordinate with my existing accounts or adviser?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”Often, yes—coordination is possible, subject to the independent adviser’s policies and your objectives. This is addressed during the initial consultation.”} }, { “@type”:”Question”, “name”:”How does the engagement process work?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”We schedule an introductory call, confirm eligibility and fit, then—if appropriate—connect you with the SEC-registered adviser to review process, disclosures, fees, and onboarding next steps.”} }, { “@type”:”Question”, “name”:”How is my information handled?”, “acceptedAnswer”:{“@type”:”Answer”,”text”:”Your information is treated confidentially and used solely to assess fit and facilitate an introduction. The adviser will provide its privacy policy and regulatory disclosures during onboarding.”} } ] }