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 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 2 more. Their firm serves 4,997 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Wealth Management offers investment management through several platforms, each with different fee structures. Fees are negotiated with your advisor and can vary. Here's a breakdown:
- Advisor Managed Solutions (AMS): Fees are a percentage of your portfolio, up to 1.75% annually. Billing methods include fixed percentage, linear fee schedule, and tiered fee schedule.
- Outside Managed Solutions (OMS): Fees are generally billed by the outside money manager, but Diversify may also charge an advisory fee, up to 1.75% annually.
- Diversify Managed Solutions (DMS): You'll pay an advisory fee (up to 1.75%) plus a strategy fee, combined into a single fee.
- Wealth Accumulator Strategy: Fees are negotiated, not to exceed 1.00%.
- Variable Managed Solutions (VMS): Fees are negotiated, not to exceed 1.50%.
- TownSquare Managed Solutions (TMS): Fees are generally billed by the third-party money manager, with a portion paid to Diversify. The advisory fee is negotiated, up to 1.75% annually.
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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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.