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
462 E 800 N Orem, Ut, Usa, 84097, Orem, UT, 84097
Get directionsRegulatory History
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 Activities
Bryant is involved in several outside business activities, including RGA Capital Investments, Creek 23 Capital, FirstPurpose Tax, KTC Properties, and KTB Ventures. His role as a tax advisor for FirstPurpose Tax takes about half of his time, while the other activities require minimal time commitment.