Diversify Advisory Services, LLC charges fees for financial planning, corporate consulting, multi-family office services, and portfolio/investment management services. Fees for financial planning and corporate consulting are negotiated. Family Office clients can engage Diversify as a fixed fee based on project or pay an annual fee for services. Sub-advisory accounts are charged an Advisory Fee negotiated between the client and the IAR, subject to a maximum annual rate of 1.75% plus a Management Fee of 0.25%.
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070
Get directionsBrian provides financial planning advice as a Certified Financial Planner through Global Wealth Partners Inc and owns several property-related LLCs. He also works as an insurance agent, selling fixed and term insurance and fixed annuity products, and is the CEO/President of Camden Corporation Inc, a personal corporation for payroll and retirement plan administration.