Alex Long is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in Orem, UT, with 11 years of industry experience. Alex 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
462 E 800 N, Orem, UT, 84097
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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.
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Alex owns FirstPurpose Tax, an accounting and tax services business, and holding companies KTC Properties and KTB Ventures. Alex dedicates minimal time to each of these ventures, focusing on strategic planning, passive investing, and making contributions for investments.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Diversify Wealth Management LLC
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.