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ChFC

Marc Bernstein

Diversify Advisory Services, LLC
42 Years of Experience
Conshohocken, PA
1 DisclosureBrokerSells Insurance
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Marc Bernstein is a ChFC-designated registered investment advisor at Diversify Advisory Services, LLC, based in Conshohocken, PA, with 42 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 5,322 clients with $4.6B in assets under management.

Diversify Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
5,322 clients
Average Client Portfolio
$874K average
Assets Under Management
$4.6B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.85%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.70%
$5M+0.50%

Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

918 Maple St., Conshohocken, PA, 19428

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History

Regulatory History (1)
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Criminal
April 1976
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marc is an attorney, board member for multiple organizations, and an author. He is also a partner in March Forward, a life insurance brokerage, dedicating about a quarter to about half of his time to insurance sales and service.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 10 mos
Dfpg Investments, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Dfpg Investments, LLC
October 2022 - December 2023 · 1 yr 2 mos
Hornor, Townsend & Kent, LLC
March 2015 - October 2022 · 7 yrs 7 mos
Hornor, Townsend & Kent, LLCBroker
January 2015 - October 2022 · 7 yrs 9 mos
Metlife Securities INC.
July 2012 - December 2014 · 2 yrs 5 mos
Metlife Securities INC.Broker
May 2012 - December 2014 · 2 yrs 7 mos
Cfg Asset Management LLC
October 2010 - February 2015 · 4 yrs 4 mos
New England Securities Corporation
July 2002 - January 2015 · 12 yrs 6 mos
New England SecuritiesBroker
March 1986 - January 2015 · 28 yrs 10 mos
Pruco Securities CorporationBroker
August 1984 - February 1986 · 1 yr 6 mos
State Registrations23 states
AZCACTDCDEFLGAILKYMAMDMENCNJNVNYPAPRSCTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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