Diversified Strategies is a registered investment advisor founded in 2006 and based in Saddle Brook, New Jersey. The firm helps individual investors, trusts, estates, and small business owners align their investments with personal financial goals. Diversified Strategies offers financial coaching, investment portfolio analysis, and educational workshops. For actual portfolio management, Diversified Strategies primarily recommends and introduces clients to Matson Money, a separate registered investment advisor, acting as a liaison and co-advisor to help determine appropriate risk guidelines and asset allocations. Diversified Strategies does not exercise direct trading authority over investment portfolios, leaving trade execution to Matson Money and independent custodians like Charles Schwab, Pershing, or Axos Clearing. Additionally, representatives of Diversified Strategies may offer insurance products and earn commissions.
Fee Structure
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. Clients also pay underlying mutual fund fees and expenses charged by Matson Money.