Diversify Advisory Services, LLC
Assets Under Management
$3.2B
Number of Clients
3,698
Number of Advisors
105
Average Client AUM
$867K
AUM per Advisor
$30.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Diversify Advisory Services provides investment advisory services through individual accounts, joint accounts, IRAs, trusts, and employee benefit plans. They offer financial planning, corporate consulting, multi-family office services, and portfolio/investment management services through various platforms and strategies. Diversify strives to provide personal attention and professional service to all Clients.
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
Location
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070