Chalise Westenskow
Chalise Westenskow is a registered investment advisor at Diversify Advisory Services, LLC, based in Sandy, UT, with 22 years of industry experience. Chalise 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, Charitable Giving, and 11 more. Their firm serves 5,322 clients with $4.6B 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% |
Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.
Fee Estimator
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.
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
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.
Exams
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