Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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%.
Areas of Practice
Advisor Information
Office location
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070
Get directionsRegulatory History (5)
Customer Dispute
February 2018Customer Dispute
August 2016Customer Dispute
June 2016Customer Dispute
January 2016Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Charles is the president of Sorensen Financial, Inc., a personal S-Corp used for managing his business and paying expenses, dedicating about 10% of his time during business hours. He also works as an agent/rep/IAR for Locum Group Benefits, soliciting insurance and retirement accounts from physicians and dedicating most of his time to this activity.