Michael Fisher is a CFP-designated registered investment advisor at Diversified, LLC, based in Wilmington, DE, with 22 years of industry experience. Michael 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
3705 Concord Pike, Wilmington, DE, 19803
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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
Michael is a partner in Midlantic Financial Strategies Group, LLC, an insurance brokerage, and spends minimal time overseeing operations. He is also a partner in Diversified Penn, LLC, used for accounting purposes, dedicating a few hours per week to overseeing operations.
Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Securities Service Network, LLCBroker
Diversified, LLC
Lincoln Investment
Lincoln InvestmentBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.