Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Diversified Strategies LLC provides financial coaching and refers clients to Matson Money for investment management. They offer a Free Market Investment Analysis and Cost Analysis Report for a fee. They also provide educational financial workshops. They do not manage assets directly.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable.
Park 80 West Plaza Ii, 250 Pehle Avenue, Suite 200, Saddle Brook, NJ, 07663