Ryan Smith
Ryan Smith is a registered investment advisor at Diversify Advisory Services, LLC, based in Sandy, UT, with 22 years of industry experience. Ryan 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
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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
Ryan is the president/co-owner of Diversify, Inc. and Diversify Advisory Services, LLC, both wealth management firms, taking up a significant portion of his time. He also oversees Diversify Insurance, Inc. and has membership roles in several holding and real estate companies, dedicating minimal time to these ventures. Ryan also provides home, life, health, disability, long term care, and group benefits as an insurance agency.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Diversify Advisory Services, LLC
Cedar Crest Advisors, LLCBroker
Dfpg Investments, LLC
Diversify Wealth Management, INC.
Ljcooper Capital Management, LLC
Dfp Advisors, INC.
Omni Investment Advisors INC
Omni Brokerage, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Wma Securities, INC.Broker
State Registrations1 state
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.