EG
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Eddie Ghabour

28 Years of Experience
Lewes, DE
1 Disclosure

Eddie Ghabour is a registered investment advisor at Diversify Wealth Management, LLC, based in Lewes, DE, with 28 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 4,857 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
4,857 clients
Average Client Portfolio
$846K average
Assets Under Management
$4.1B

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%

Fees are negotiable. Maximum annual advisory fee across programs is generally 2.00%. Additional strategy fees may apply depending on the platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

33718 Wescoats Road, Suite C, Lewes, DE, 19958

Get directions

History

Regulatory History (1)
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Regulatory
February 2000
Final
Other Business Activities

Eddie is a member/owner of G&F Associates, a real estate LLC, since 2000, and owns rental property in Maryland and Naples, FL since 2022. He spends minimal time on these activities, depositing rent checks, paying expenses, and maintaining the properties.

Employment History
Current Registrations
Diversify Wealth Management, LLC
April 2024 - Present · 2 yrs 6 mos
Diversify Advisory Services, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Dfpg Investments, LLC
October 2022 - January 2024 · 1 yr 3 mos
Kestra Advisory Services, LLC
March 2017 - October 2022 · 5 yrs 7 mos
Wfg Advisors, LP
March 2011 - March 2017 · 6 yrs
Esi Financial Advisors
June 2004 - March 2011 · 6 yrs 9 mos
Equity Services, INC.Broker
April 2004 - March 2011 · 6 yrs 11 mos
Equity Services, INC.Broker
January 2001 - February 2004 · 3 yrs 1 mo
Pruco Securities CorporationBroker
June 1998 - December 2000 · 2 yrs 6 mos
State Registrations3 states
DENHTX
Advisor

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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