Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management/Investment Management fees are based on the market value of assets under management and are charged up to 1.85% annually, paid quarterly in advance. Fees may be negotiable. Financial planning fees are project-based, either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning fees range up to $15,000, invoiced quarterly in advance. WCM does not impose a minimum relationship size, however, the Advisor may impose a minimum annual fee, which can be waived at the sole discretion of the Advisor.
Areas of Practice
Advisor Information
Office location
Austin, TX
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Diane is a managing member of Gens Du Monde, LLC, a food product manufacturing and marketing company, spending minimal time. She also owns D Enterprises, LLC, providing business consulting, dedicating a few hours per week, and is a managing member of Keeper Collection, LLC, creating cookbook software and a membership program, spending about a quarter of her time.