Krista Baker is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in Sandy, UT, with 16 years of industry experience. Krista 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, 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
9017 S Riverside Drive Suite 200, Sandy, UT, 84070
Get directionsHistory
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
Krista is the president of Baker 3 Inc, focusing on tax preparation, taking up nearly full-time hours. She also works as a Notary Public, is the Secretary/Treasurer for the American Federation of Musicians Local 104, and is involved with Ledgenomics LLC for CPA, tax, and bookkeeping services, taking about 10% of her time.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
LPL Financial LLCBroker
State Registrations7 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
More Advisors
- Ryan Porter, CFPNet Worth Advisory Group, LLC
- Raymond Levitre, CFPNet Worth Advisory Group, LLC
- Reginald Maxfield, CFPOlympus Peaks Financial, LLC
- Christopher Harris, CFPHarris Wealth Management, INC.
- Marcus Johnson, CFPEdward Jones
- Zaccary Call, CFPCapita Financial Network, LLC