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 directionsAnthony sells and reviews fixed insurance products in California as an agent since 2001. This activity is not investment-related and takes about 10% of his time during business hours.