Divergent Wealth Advisors, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Divergent Wealth Advisors, LLC offers asset management and investment consulting services to individuals and other clients. Services include Divergent Wealth Signature Portfolios, Fixed Income Portfolios, Custom Portfolios, Portfolio Consulting, and Courtesy Accounts. They also offer financial planning and retirement plan consulting.
Fee Structure
Fees vary depending on the service. Financial planning and retirement plan consulting are charged hourly (up to $250/hour) or as a flat fee ($1,500 to $10,000). Investment advisory services are charged as a percentage of assets under management, not to exceed 1.60% annually. Fees are billed quarterly in advance. The firm also offers a Signature Professional Program where they may contribute to estate planning service costs.
Areas of Practice
Location
489 W. South Jordan Parkway, Suite 310, South Jordan, UT, 84095