Diversified Strategies LLC
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
About This Firm
Diversified Strategies LLC provides financial coaching and investment management services. They offer financial coaching on securities and non-securities topics. For investment management, they recommend Matson Money, acting as a liaison between the client and Matson Money. They also offer investor education events.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Financial coaching and investor education events are free. The Free Market Investment Analysis and Cost Analysis Report or the Free Market Fiduciary Investment Analysis is $500, payable in advance. For investment management through Matson Money, Diversified Strategies charges an annual fee based on assets under management (see table). These fees are collected quarterly in advance by Matson Money. Fees are negotiable. A minimum investment of $10,000 is required to participate in the Matson Fund Platform and Frontier Adjusted Portfolios.
Areas of Practice
Location
Park 80 West Plaza Ii, 250 Pehle Avenue, Suite 200, Saddle Brook, NJ, 07663