Christopher Charles Truscello
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services, LLC charges fees for financial planning, corporate consulting, multi-family office services, and portfolio/investment management services. Fees for financial planning and corporate consulting are negotiated. Family Office clients can engage Diversify as a fixed fee based on project or pay an annual fee for services. Sub-advisory accounts are charged an Advisory Fee negotiated between the client and the IAR, subject to a maximum annual rate of 1.75% plus a Management Fee of 0.25%.
Areas of Practice
Advisor Information
Office location
918 Maple St, Conshohocken, PA, 19428
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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
Christopher is a financial representative selling fixed insurance products, including life insurance, annuities, long-term care, disability, and group life and health insurance, dedicating about half of his time to this activity. He is also a member of BBCH Reality Partners, LLC, a property holding company, and spends minimal time on maintenance work related to this.