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%.
918 Maple St, Conshohocken, PA, 19428
Get directionsAndrew is an agent for multiple life insurance brokerages, including 1847Financial, MWealth Advisors, and March Forward, dedicating about a quarter to about half of his time to these activities. He is also a partner in BBCH Realty Partners LLC, a property ownership company, but spends minimal time on this.