JG

Jonathan Hammond Gardner

7 Years of Experience

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
Loading...

Advisor Information

Office location

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

Get directions
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.

Learn about disclosures →
Other Business Activities

Jonathan is the PTA President for Cedar Ridge PTA, delegating activities to board members. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Diamond Wealth Management, LLC
October 2018 - Present · 7 yrs 3 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.