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 directionsColin 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.