Clark Schweitzer is a CFP-designated registered investment advisor at Diversified, LLC, based in Wayne, PA, with 14 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,723 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified offers investment management services where fees typically do not exceed 1.95% of the value of your portfolio annually. In some cases, fees may exceed 1.95% if limited financial planning services are included. If you participate in the Zoe Financial, Inc. TAMP platform, you may be subject to additional platform fees assessed by Zoe, up to 0.50% of your portfolio.
Location
985 Old Eagle School Rd, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Diversified, LLC
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Scottrade, INC.Broker
State Registrations2 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.