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

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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Regulatory History
Clean regulatory record

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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Other Business Activities

Andrew owns rental property. This activity is not investment-related.

Employment History
Current Registrations
Diversify Advisory Services, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
August 2018 - October 2024 · 6 yrs 2 mos
State Registrations2 states
NEWA
Advisor
Exams
No exam information available for this advisor.
Andrew Davis Guiney - Financial Advisor | AdvisorDiscover