Daniel Luke
Daniel Luke is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in South Jordan, UT, with 25 years of industry experience. Daniel 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
10876 S River Front Pkwy, Suite 600, South Jordan, UT, 84095
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
Daniel is the CEO of Diversify Inc. (financial planning) and Diversify Insurance Inc. He also has several other business activities, including real estate, home loans, non-profit work, holding companies, and investments, each taking a small percentage of his time.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Cedar Crest Advisors, LLCBroker
Dfpg Investments, LLC
Diversify Wealth Management, INC.
Ljcooper Capital Management, LLC
Dfp Advisors, INC.
Omni Brokerage, INC.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations47 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
More Advisors
- Michael Coakley, CFPWealthspire Retirement Advisory
- Easton Dickson, CFPWealthspire Retirement Advisory
- Jesse Lugenbeel, CFPLPL Financial LLC
- Mark Asaro, CFANoble Wealth Management P.B.C.
- Alicia Allen, CFPEdward Jones
- Shane Dayton, CFPLPL Enterprise, LLC