Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
The firm may also charge some legacy clients pursuant to a different fee schedule.
Fee Estimator
FIT charges a monthly fee based on a percentage of assets under management. They also offer financial planning for non-advisory clients at $500 per hour, with a minimum cost of $4,000 for a comprehensive plan. Tax planning and preparation services are offered, with the fee waived for investment advisory clients with household assets under management of $1,000,000 or greater. The minimum investment amount for establishing a new advisory relationship is $250,000.
Areas of Practice
Advisor Information
Office location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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
Diana is the owner and investment advisor representative at Financial Investment Team, Inc., dedicating full-time hours to investment advisory and planning services. She also owns Plus Tax, Inc., providing tax planning and preparation services, and spends about half her time on this during tax season and about 10-20% of her time outside of tax season. Additionally, Diana is a member of Thunder Paws Farm, LLC, spending minimal time collecting rent for the dog training area.