Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify is compensated for services based on clients’ assets under management and also charges fixed or hourly fees for financial planning and consulting. Fees vary depending on the platform or service selected and may be negotiable. Family office services are charged as a flat fee, paid quarterly in advance, and are negotiated depending on the nature of the relationship and complexity of services to be provided, generally not exceeding $1 million.
Areas of Practice
Advisor Information
Office location
980 East 800 North, Suite 203, Orem, UT, 84097
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Employment Separation After Allegations
January 2010Other Business ActivitiesSells Insurance
David is a partner at Caliber Select Insurance LLC, dedicating minimal time to bookkeeping and new agent hires. He is also president of 112 Ventures LLC, a bookkeeping and tax planning company, and a partner at Thirty Three, LLC, a private corporation managing investments, dedicating minimal time to each. Finally, David is a managing partner at Caliber Wealth Management, an RIA, spending nearly all of his time providing investment advisory services.