Christian Ward is a registered investment advisor at Diversify Wealth Management, LLC, based in Orem, UT, with 8 years of industry experience. Christian 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
462 E 800 N, Orem, UT, 84097
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
Christian is a traditional guardsman for the Utah Air National Guard, working as an engineering craftsman since 2007. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Diversify Wealth Management LLC
Fidelity Brokerage Services LLCBroker
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.
Exams
More Advisors
- James Spainhower, ChFCDiversify Wealth Management, LLC
- Scott Stratton, CFPDiversify Wealth Management, LLC
- Sam Deaver, CFPDiversify Wealth Management, LLC
- Alex Long, CFPDiversify Wealth Management, LLC
- Timothy Whipple, CFPDiversify Wealth Management, LLC
- Kenneth Bown, CFPDiversify Wealth Management, LLC