Christopher Truscello
Christopher Truscello is a registered investment advisor at Diversify Advisory Services, LLC, based in Conshohocken, PA, with 27 years of industry experience. Christopher 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.70% |
| $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
Location
918 Maple St, Conshohocken, PA, 19428
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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 →Other Business ActivitiesSells Insurance
Christopher is a financial representative selling fixed insurance products, including life insurance, annuities, long-term care, disability, and group life and health insurance, dedicating about half of his time to this activity. He is also a member of BBCH Reality Partners, LLC, a property holding company, and spends minimal time on maintenance work related to this.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Newsquare Capital, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations22 states
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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