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
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Learn about disclosures →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.