Adam Taylor
Adam Taylor is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in Orem, UT, with 29 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 4,857 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. Maximum annual advisory fee across programs is generally 2.00%. Additional strategy fees may apply depending on the platform.
Fee Estimator
Location
742 N 530 E, Orem, UT, 84097
Get directionsHistory
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
Adam is an independent insurance agent since 2015, and also owns FirstPurpose Tax, KTC Properties, and KTB Ventures since 2020. Each of these activities requires minimal time.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Triad Advisors, INC.Broker
Diversify Wealth Management LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Wma Securities, INC.Broker
State Registrations9 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.
Exams
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