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
462 E 800 N, Orem, UT, 84097
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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.
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Alex owns FirstPurpose Tax, an accounting and tax services business, and holding companies KTC Properties and KTB Ventures. Alex dedicates minimal time to each of these ventures, focusing on strategic planning, passive investing, and making contributions for investments.