Diversify Advisory Services offers investment management and financial planning services to individuals, families, and businesses. Diversify provides advice on mutual funds, equities, bonds, real estate securities, and ETFs. Diversify offers several platforms including Advisor Managed Solutions (AMS), Outside Managed Solutions (OMS), and Diversify Managed Solutions (DMS). Financial planning services are available upon request.
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.