Diversified Strategies offers financial coaching to help clients understand their financial situation and goals. For investment management, Diversified Strategies introduces clients to Matson Money, a registered investment advisor. Diversified Strategies assists clients in determining the appropriate investment strategy with Matson Money and acts as a liaison between the client and Matson Money. They also offer advice on specific areas of financial resources, such as insurance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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