Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
40 W. Main Street Court, Suite 250E, Alpine, UT, 84004
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 ActivitiesSells Insurance
Ronald works as a health researcher at Bateman Home Center, dedicating about 10-20% of his time. He is also an independent insurance agent involved in insurance sales and services, spending about 15% of his time on this activity.