Advisor at Diversified, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diversified, LLC
Location
Wilmington, DE 19803
Credentials
CFA®, Series 63, Series 65
Industry experience
14 years
Michael Horwath Jr. is a CFA® charterholder with 14 years of industry experience. He is currently with Diversified, LLC and has held previous roles at Securities Service Network, LLC and SEI Investments. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process and tailors asset allocation strategies to client objectives, utilizing third-party managers and platforms as part of its service offerings.
Based on Diversified, LLC
Fees for Elite bundle services specified in the Elite Services Agreement; may be flat fee, percentage of AUM, or combination.
$0+: Up to 1.95% annually (typical maximum asset management fee) $0+: Up to 1.5% annually for retirement plan advisory services $0+: Up to 0.50% annually for financial institution consulting services based on assets under advisement
Some Associates receive commissions for securities and insurance sales; commissions are separate and do not offset advisory fees.
Hourly fees for financial consulting services ranging from $250 to $500 per hour.
Account minimum: $500 Minimum fee: Minimum initial financial planning fee of $500, which may be waived or reduced at Diversified's sole discretion. Fee-only: Financial consulting services charged on an hourly basis ranging from $250 to $500 per hour.
3705 Concord Pike
Wilmington, DE 19803
Delaware · Pennsylvania
DIVERSIFIED ENTERPRISES, LLC dba DIVERSIFIED, LLC
2024 - Present (2 years)
Diversified, LLC
2016 - 2024 (8 years)
Securities Service Network, LLC
2016 - 2020 (4 years)
SEI Investments Management Corp
2014 - 2016 (2 years)
SEI Investments Distribution Company
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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