Haddy Homampour is a CFP-designated registered investment advisor at Diversify Advisory Services, LLC, based in Irvine, CA, with 17 years of industry experience. Haddy 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
One Park Plaza, Suite 600, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Haddy is the President and Head of Financial Planning at Parkview Wealth Advisors, dedicating most of his time to managing the firm and providing advice. He is also the President and CEO of Parkview Comprehensive Planning Consultants, LLC, spending about 10-20% of his time providing financial planning education and training.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Previous Registrations
Dfpg Investments, LLC
Surevest Private Wealth
Surevest Wealth Management
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.