Jason Collier is a CFP, ChFC-designated registered investment advisor at Diversify Advisory Services, LLC, based in sandy, UT, with 26 years of industry experience. Jason 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
7440 S Creek Rd, ste 250, sandy, UT, 84093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns several LLCs, including Jason L. Collier, Inc (inactive), TKSW, LLC, Matt & Jason Properties, LLC, WKC Management, LLC (inactive), Cottonwood Hills Properties, LLC, and 2010 Properties, LLC. These activities involve management and real estate, taking up a few hours per week for some and about a third of his time for others.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.