Russell Butler
Russell Butler is a ChFC-designated registered investment advisor at Diversify Advisory Services, LLC, based in Suite 303, UT, with 21 years of industry experience. Russell 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
5959 S Redwood Road, Suite 303, UT, 84123
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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
Russell is a senior partner/tax advisor at Butler Tax and Accounting, Inc. He is also involved in several insurance-related activities, including acting as an insurance agent for Crump Life Insurance, a member/manager of Butler Insurance Agency, LLC, an agent for Allegis AG, and an insurance agent for ECA Marketing. These activities involve selling life, health, disability, fixed annuities, and long-term care insurance, taking up about 45% of Russell's time.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
Diversify Wealth Management, INC.
Ljcooper Capital Management, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations19 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.