Garth Weil is a registered investment advisor at Diversified Strategies LLC, based in Saddle Brook, NJ, with 18 years of industry experience. Garth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Clients also pay underlying mutual fund fees and expenses charged by Matson Money.
Fee Estimator
Location
Park 80 West Plaza Ii, 250 Pehle Avenue, Suite 200, Saddle Brook, NJ, 07663
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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 Strategies LLC
Previous Registrations
USA Financial Securities Corporation
State Registrations3 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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