Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
The Consultant Fee is charged for investment advisory services provided by DWM. The Standard Program Fee is charged for administrative services of DWM to service the Client Accounts. All Clients whose assets are managed in SMA's are charged both the Consultant Fee and the Standard Program Fee.
Fee Estimator
Diastole Wealth Management charges a consulting fee and a standard program fee for investment advisory services. The consulting fee ranges from 1.00% on the first $1,000,000 to 0.20% on the remainder. The standard program fee is a flat 0.25% on all assets. Clients whose assets are managed in SMA's are charged both fees. Fees are negotiable in certain circumstances. The firm does not charge fees for stand-alone financial planning/consulting services.
Areas of Practice
Advisor Information
Office location
58 Boston Street, Guilford, CT, 06437
Get directionsRegulatory History (1)
Regulatory
September 2021Other Business Activities
Elizabeth is a principal at Boston Street Real Estate Partners (minimal time) and Eden Partners (a few hours per week). She also works as an investment adviser at Diastole Wealth Management, Inc. (about a quarter of her time).