DIVERSIFIED STRATEGIES LLC

Overview

Diversified Strategies LLC is a small, individual-owned limited liability advisory firm that functions as a capital allocator and adviser. Its stated advisory activities center on financial planning, the selection of other advisers, and client education through seminars and workshops. The firm’s fee structure is reported as fixed fees and other non-AUM fees, which aligns with a planning and advisory model rather than a traditional asset-fee practice. Investment activity appears focused on directing client capital to external managers and vehicles rather than running large in-house discretionary sleeves. The firm is not an active ESG investor, is not registered as a multistate adviser, and is not identified as a pension consultant. Classification is listed as unclassified.

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Investments & Alternatives

Location & Offices