Diamond Wealth Management charges fees based on a percentage of assets under management, not to exceed a certain percentage annually. This fee is negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. Financial planning services are billed on an hourly basis (up to $350/hour) or a fixed/flat fee (up to $10,000). Clients invested in Private Funds are subject to certain fees, such as a management, performance or incentive fee and other fees and expenses, which are outlined in the fund’s offering documents.
40 W. Main Street Court, Suite 250E, Alpine, UT, 84004
Get directionsArthur is an insurance agent since 1981, dedicating a few hours per week to marketing and sales of insurance. He also manages several LLCs involved in medical devices, technology consulting, and serves as a board member for a software company, in addition to being a licensed real estate agent.