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
7440 S Creek Rd, Ste 250, Sandy, UT, 84093-5511
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
Chalise owns Chalise Westenskow LLC to manage her Ameriprise business and is a member of Cottages at Pearce Farm LLC for real estate activities. She is also an Associate Financial Advisor with TKSW LLC, dedicating about a third of her time to this role, and participates in Second Saturday Divorce Workshops.