Andrew Hauber
Andrew Hauber is a ChFC-designated registered investment advisor at Diversify Advisory Services, LLC, based in Conshohocken, PA, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,698 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services charges a fee based on the value of your investments. The exact fee depends on the platform and the advisor you work with. Fees are negotiable, with a maximum annual rate of 1.75% for AMS, OMS, and DMS platforms. The Wealth Accumulator Strategy has a maximum fee of 1.00%. Envestnet Portfolio Solutions has a maximum fee of 2.00%. Pontera Retirement Solutions has a maximum fee of 2.00%. These fees do not include custodial fees or underlying investment fees. Some platforms also have strategy fees.
Location
918 Maple St, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Andrew 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.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.