CM

Colin Martin Mansfield

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

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
Investment ManagementRetirement PlanningBusiness Owners
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Advisor Information

Office location

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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Regulatory History (1)
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Criminal
June 2018
Final Disposition
Other Business ActivitiesSells Insurance

Colin sells fixed insurance products, including fixed annuities and SPIAs, dedicating minimal time to this activity. He is also a partner at Global Wealth Partners Inc, which is a DBA for the branch office.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 1 mo
Dfpg Investments, LLCBroker
December 2015 - Present · 10 yrs 1 mo
Dfpg Investments, LLC
December 2015 - Present · 10 yrs 1 mo
Previous Registrations
Dfpg Investments, LLC
December 2015 - February 2024 · 8 yrs 2 mos
First Allied Advisory Services, INC.
July 2012 - December 2015 · 3 yrs 5 mos
First Allied Securities, INC.
February 2010 - July 2012 · 2 yrs 5 mos
First Allied Securities, INC.Broker
February 2010 - December 2015 · 5 yrs 10 mos
Metlife Securities INC.
June 2003 - February 2010 · 6 yrs 8 mos
Metlife Securities INC.Broker
May 2003 - February 2010 · 6 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
May 2003 - July 2007 · 4 yrs 2 mos
State Registrations12 states
CACOIDMIMNNCNVORSCTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Colin Martin Mansfield - Financial Advisor | AdvisorDiscover