Diversified Financial Advisors, LLC

Diversified Financial Advisors, LLC is a registered investment adviser based in Town & Country, Missouri, providing services since 1995. The firm offers tailored investment advice on mutual funds, ETFs, equity securities, fixed income, and more. Services include asset management, asset allocation, financial planning, financial consulting, and retirement plan advisory services. Clients can opt for discretionary or non-discretionary portfolio management, with the firm requiring written authorization for discretionary accounts. Investment strategies include technical and fundamental analysis, cyclical analysis, and long-term/short-term purchases. The firm charges an annual fee of 0.25% to 1.50% for asset management services, negotiable based on complexity. Retirement plan advisory services have an asset-based fee not exceeding 1.25% annually. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high-net-worth individuals, pension plans, trusts, and corporations. The firm does not have any disciplinary history and does not vote client securities. Clients are responsible for proxy voting. The firm does not have custody of client funds and securities, and clients receive account statements from the custodian. Investment discretion is granted with written authorization, and the firm does not vote proxies unless engaged for discretionary services. The firm does not have any financial impairments and does not require prepayment of fees exceeding $1,200.