Loay Naser
Loay Naser is a registered investment advisor at Diversify Advisory Services, LLC, based in Sandy, UT, with 33 years of industry experience. Loay 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
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2009Other Business ActivitiesSells Insurance
Loay is involved in various business activities, including fixed insurance sales, investment strategy as a managing member of GWP Capital LLC, real estate ownership, and serving as a board member/consultant for Coro Global. He also owns and operates several other businesses, including a pita chip company, boat leasing companies, and a hospitality group, dedicating about 10% of his time to the hospitality group.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 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.