Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
337 clients
Average Client Portfolio
$544K average
Assets Under Management
$183.5M

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $350/hr

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

40 W. Main Street Court, Suite 250E, Alpine, UT, 84004

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Noel is an insurance agent selling insurance products since 2010, dedicating about 10% of his time to this activity. He also operates under the dba Diamond Wealth Management through NorthPointe Investment Partners LLC.

Employment History
Current Registrations
Diamond Wealth Management, LLC
September 2017 - Present · 8 yrs 4 mos
Previous Registrations
Northpointe Investment Partners LLC
May 2016 - October 2017 · 1 yr 5 mos
Ensign Wealth Advisors LLC
October 2015 - November 2016 · 1 yr 1 mo
Strategic Advisers, INC.
September 2000 - April 2015 · 14 yrs 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Noel Zerna Cajigas - Financial Advisor | AdvisorDiscover