Brandon Hill is a registered investment advisor at Diversify Wealth Management, LLC, based in Orem, UT. Brandon 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.
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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.
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Current Registrations
Diversify Wealth Management, LLC
State Registrations1 state
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