Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify is compensated for services based on clients’ assets under management and also charges fixed or hourly fees for financial planning and consulting. Fees vary depending on the platform or service selected and may be negotiable. Family office services are charged as a flat fee, paid quarterly in advance, and are negotiated depending on the nature of the relationship and complexity of services to be provided, generally not exceeding $1 million.
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Advisor Information
Office location
3812 S Fremont St, Springfield, MO, 65804
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert is involved in several business activities, including a non-profit ministry, Vineyard Asset Management (as a Senior Wealth Advisor and Investment Adviser Representative), Demicell Consulting Services, and the Harbour Light condominium owner association. He also sells life, fixed-annuity, variable-annuity, disability, and long-term care insurance, dedicating about 10-20% of his time to this.