Daniel Gomez
Daniel Gomez is a registered investment advisor at Diversify Advisory Services, LLC, based in Salt Lake City, UT, with 34 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,698 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services charges a fee based on the value of your investments. The exact fee depends on the platform and the advisor you work with. Fees are negotiable, with a maximum annual rate of 1.75% for AMS, OMS, and DMS platforms. The Wealth Accumulator Strategy has a maximum fee of 1.00%. Envestnet Portfolio Solutions has a maximum fee of 2.00%. Pontera Retirement Solutions has a maximum fee of 2.00%. These fees do not include custodial fees or underlying investment fees. Some platforms also have strategy fees.
Location
6715 S. 1300 E. Suite 200, Suite 200, Salt Lake City, UT, 84121
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a life insurance broker since 1991, dedicating about a quarter to nearly full-time hours to insurance sales and service. He is also president of Gomez Corp. Financial Services & Insurance, offering securities and insurance services, taking up most of his time. Daniel also serves on the governing boards of Intermountain Healthcare and Select Health Insurance, dedicating minimal time to each.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Ameritas Investment CORP.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.