James Mailliard

Diversify Wealth Management offers investment management through several platforms, each with different fee structures. Fees are negotiated with your advisor and can vary. Here's a breakdown:

• Advisor Managed Solutions (AMS): Fees are a percentage of your portfolio, up to 1.75% annually. Billing methods include fixed percentage, linear fee schedule, and tiered fee schedule.
• Outside Managed Solutions (OMS): Fees are generally billed by the outside money manager, but Diversify may also charge an advisory fee, up to 1.75% annually.
• Diversify Managed Solutions (DMS): You'll pay an advisory fee (up to 1.75%) plus a strategy fee, combined into a single fee.
• Wealth Accumulator Strategy: Fees are negotiated, not to exceed 1.00%.
• Variable Managed Solutions (VMS): Fees are negotiated, not to exceed 1.50%.
• TownSquare Managed Solutions (TMS): Fees are generally billed by the third-party money manager, with a portion paid to Diversify. The advisory fee is negotiated, up to 1.75% annually.