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

7440 S Creek Rd, Ste 250, Sandy, UT, 84093-5511

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Regulatory History (1)
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Financial
January 2021
Final
Employment History
Current Registrations
Diversify Advisory Services, LLC
June 2025 - Present · 7 mos
Dfpg Investments, LLC
May 2025 - Present · 8 mos
Dfpg Investments, LLCBroker
May 2025 - Present · 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2019 - June 2025 · 5 yrs 8 mos
Ameriprise Financial Services, LLC Broker
October 2019 - June 2025 · 5 yrs 8 mos
Edward Jones
May 2012 - October 2019 · 7 yrs 5 mos
Edward Jones Broker
February 2012 - October 2019 · 7 yrs 8 mos
State Registrations9 states
CAFLIDMDMONMTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blair James Perry - Financial Advisor | AdvisorDiscover