Benjamin Chappell
Benjamin Chappell is a registered investment advisor at Diversify Advisory Services, LLC, based in Lehi, UT, with 13 years of industry experience. Benjamin 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
3333 N Digital Drive #700, Lehi, UT, 84043
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
January 2018Customer Dispute
October 2017Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Benjamin is an insurance agent doing business as Longhorn Financial since 2012, spending a few hours per week on insurance sales and service. He also works as a mortgage loan originator for Houzd Mortgage, dedicating minimal time to this activity.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Previous Registrations
Drive Wealth Advisers
Foresight Wealth Management, LLC
Foresight Wealth Management, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
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.