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%.
3333 N Digital Drive, #700, Lehi, UT, 84043
Get directionsBenjamin is an insurance agent doing business as Longhorn Financial since 2012, spending a few hours per week on insurance sales and service. He also works as a mortgage loan originator for Houzd Mortgage, dedicating minimal time to this activity.