Diversify Advisory Services provides comprehensive investment management, financial planning, family office services, and corporate consulting to individuals, high-net-worth families, and business owners. The firm operates across multiple investment platforms, giving clients access to various strategies including advisor-managed portfolios, third-party money managers, mutual funds, alternative investments, and custom bond ladders. Diversify Advisory Services tailors its recommendations to each client's specific goals, risk tolerance, and time horizon. The firm operates on both a discretionary and non-discretionary basis, meaning advisors can manage accounts directly or require client approval before making trades. In addition to investment management, Diversify Advisory Services offers specialized consulting services such as business exit planning, tax strategy coordination, and retirement plan design for corporate clients.
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% |
Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.