Business Description

I started Diversified Wealth Management in order to offer my clients an independent non-biased financial planning and financial services source.

Because every client has different priorities, I offer my clients the flexibility to choose the way they want to work with me.

Because every client is different and has unique financial planning objectives, I offer my clients advice and services that are not tied to any specific company or products.

I have spent years attaining advanced professional designations (CFP, CLU, ChFC. AAMS, CRPC) to assure that I am the best educated and best trained financial advisor possible.

Please contact me for more information or a brief conversation.

General Information

Gender:

Male

CRD#:

2447415

Years of Experience in Financial Services:

Education

Academic Background

Services

Investment Types:

Stocks Mutual Funds, International Investments, Bond Mutual Funds, Options, Real Estate, Alternative Investments, Annuities, Bonds, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Series 65, Chartered Financial Consultant, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Accredited Asset Management Specialist, Series 6, Chartered Life Underwriter

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.25

Hourly Rate:

150

Additional Details on Charges:

The highest wrap fee I charge is 1.25% and goes down form there. The fee is based on the investment services my client needs.

My hourly fee can be converted into a flat fee arrangement also. My flat fee (or retainer fee) ranges from $350.00 to $2,500.00 depending on the services requested.

Prepared By:

Todd Terhorst, CFP, CLU, ChFC, AAMS, CRPC, CEA