Bryant Armstrong is a registered investment advisor at Diversify Wealth Management, LLC, based in Orem, UT, with 8 years of industry experience. Bryant operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
462 E 800 N Orem, Ut, Usa, 84097, Orem, UT, 84097
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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 Activities
Bryant is involved in several outside business activities, including RGA Capital Investments, Creek 23 Capital, FirstPurpose Tax, KTC Properties, and KTB Ventures. His role as a tax advisor for FirstPurpose Tax takes about half of his time, while the other activities require minimal time commitment.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Diversify Advisory Services, LLC
Previous Registrations
Diversify Wealth Management LLC
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.
Exams
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