Chalise Westenskow is a registered investment advisor at Diversify Advisory Services, LLC, based in Sandy, UT, with 21 years of industry experience. Chalise 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.
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Chalise owns Chalise Westenskow LLC to manage her Ameriprise business and is a member of Cottages at Pearce Farm LLC for real estate activities. She is also an Associate Financial Advisor with TKSW LLC, dedicating about a third of her time to this role, and participates in Second Saturday Divorce Workshops.
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
State Registrations3 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.