John Anderson is a CFP-designated registered investment advisor at Diversified, LLC, based in Wayne, PA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 2,002 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual asset management fee typically will not exceed 1.95% of assets under management. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
985 Old Eagle School Road, Suite 508, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Related Equities CorporationBroker
Chicago Partnership Board, INC.Broker
Balcor Securities CompanyBroker
State Registrations1 state
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
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