Different Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,758,996
Clients
32
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$429,969
About
Different Investments, LLC (doing business as C‑Suite Planning) provides discretionary investment management and a range of financial planning services to individuals — including executives and entrepreneurs — as well as trusts, estates, charitable organizations and business clients. The firm’s planning offerings explicitly include divorce consulting, exit planning, and special‑needs planning, and it also works with pension and profit‑sharing plans and corporate clients.
The firm structures client relationships around an Investment Policy Statement and ongoing portfolio monitoring, using a mix of analytical techniques such as fundamental, technical, charting, cyclical analysis and modern portfolio theory to tailor allocations. Portfolios may include a broad set of instruments (mutual funds, ETFs, fixed income, equities and derivatives), and the brochure discloses the use of options and other derivatives in separately managed accounts along with periodic rebalancing and tax‑sensitive transition plans for taxable holdings.
What is noteworthy relative to peers is that the firm acts (or has acted) as a sponsor of a wrap fee program — a feature the brochure notes is uncommon among independent advisers — and it serves pension/profit‑sharing and other institutional clients, which the firm also characterizes as less typical for firms of its type. The brochure also discloses that the firm’s principal is active in other financial services activities (registered representative of a broker‑dealer and an insurance agent) and describes procedures to manage those potential conflicts under its Code of Ethics.
Client services
Financial planning
Portfolio management
Expertise
Divorce financial planning
Business exit / sale strategy
Key person insurance & risk mitigation
Occupation focus
Executive
Founder/Business Owner
Fee options
Fixed fee between $3,000 and $6,000 per pillar for financial planning services
$0 - $500,000: 1.20% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.80% $2,000,000.01 - $5,000,000: 0.60% $5,000,000.01 - $10,000,000: 0.40% $10,000,000.01 - $25,000,000: 0.30% $25,000,000.01+: 0.20%
$100 to $500 per hour depending on service size and scope
Subscription fee for financial planning: $1,250/month for executives; $2,000/month for entrepreneurs; discounts apply for accounts over $500,000
Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $500 per hour; Fixed fees range from $3,000 to $6,000 per pillar; Subscription fees: $1,250/month for executives, $2,000/month for entrepreneurs, with discounts for accounts over $500,000
Main office location
Different Investments, LLC
44679 Endicott Dr, Suite 301
Ashburn VA 20147, United States
Number of offices
1
Most active in
Different Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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