William Torrance is a registered investment advisor at Diversified, LLC, based in Wayne, PA, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,723 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified offers investment management services where fees typically do not exceed 1.95% of the value of your portfolio annually. In some cases, fees may exceed 1.95% if limited financial planning services are included. If you participate in the Zoe Financial, Inc. TAMP platform, you may be subject to additional platform fees assessed by Zoe, up to 0.50% of your portfolio.
Location
985 Old Eagle School Rd., Wayne, PA, 19087
Get directionsHistory
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 Activities
William is a shareholder in GRC LLC, a gas station lease/real estate business, since 2013. He spends no time on this non-investment related activity and receives royalty income.
Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Iams Wealth Management, LLC
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.