Matthew Tae
Matthew Tae is a registered investment advisor at Diversified Human Solutions, based in Philadelphia, PA, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Diversified Human Solutions (DHS) refers clients to money managers who manage accounts held at Charles Schwab for either a flat annual fee or a percentage of the assets managed. DHS does not maintain investment discretion.
Location
30 South 15 St Fl 15, Philadelphia, PA, 19102
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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
Matthew is the President of Diversified Human Solutions, an insurance and employee benefits company, and its subsidiary Fellow Travelers, focusing on sales, administration, payroll, and benefits. He also owns and manages residential rental properties through Tae Property Management.
Employment History
Current Registrations
Diversified Human Solutions
Previous Registrations
Bfc Planning, INC.
Lincoln Investment Planning, INC
State Registrations1 state
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