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Andrew Hauber

Diversify Advisory Services, LLC
19 Years of Experience
Conshohocken, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Hauber is a ChFC-designated registered investment advisor at Diversify Advisory Services, LLC, based in Conshohocken, PA, with 19 years of industry experience. Andrew 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.

Diversify Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
5,322 clients
Average Client Portfolio
$874K average
Assets Under Management
$4.6B

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%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

918 Maple St, Conshohocken, PA, 19428

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Denied
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is an agent for multiple life insurance brokerages, including 1847Financial, MWealth Advisors, and March Forward, dedicating about a quarter to about half of his time to these activities. He is also a partner in BBCH Realty Partners LLC, a property ownership company, but spends minimal time on this.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 10 mos
Dfpg Investments, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Dfpg Investments, LLC
October 2022 - December 2023 · 1 yr 2 mos
Hornor, Townsend & Kent, LLC
April 2015 - October 2022 · 7 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
March 2015 - October 2022 · 7 yrs 7 mos
Metlife Securities INC.
January 2015 - March 2015 · 2 mos
Metlife Securities INC.Broker
January 2015 - March 2015 · 2 mos
New England Securities Corporation
February 2008 - January 2015 · 6 yrs 11 mos
New England SecuritiesBroker
August 2007 - January 2015 · 7 yrs 5 mos
State Registrations21 states
AZCACTDCDEFLGAILKYMAMDNCNJNVNYPAPRSCTXVAVT
AdvisorBrokerBoth

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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