S. Park is a registered investment advisor at Diversify Advisory Services, LLC, based in Bolingbrook, IL, with 11 years of industry experience. S. 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
Bolingbrook, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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S. owns rental real estate since 2008 and works as a minister since 2014, dedicating minimal time to this role. S. also teaches for the Presbyterian Church and is a board member for Hucul Express Inc, spending about half their time and a few hours per week, respectively. Finally, S. operates Highpoint Planning Partners as a DBA for their LPL business, dedicating nearly full-time hours.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Edward Jones
Edward JonesBroker
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.