Diastole Wealth Management
Assets Under Management
$378.0M
Number of Clients
304
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$42.0M
Compensation
Fee-Only (AUM)
About This Firm
Diastole Wealth Management offers discretionary and non-discretionary investment management services tailored to clients' needs. They also provide financial planning and consulting services, including wealth transfer, estate, retirement, education, and charitable gifting advice. The firm manages assets for high-net-worth individuals, charitable organizations, and private funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
The Consultant Fee is charged for investment advisory services provided by DWM. The Standard Program Fee is charged for administrative services of DWM to service the Client Accounts. All Clients whose assets are managed in SMA's are charged both the Consultant Fee and the Standard Program Fee.
Fee Estimator
Diastole Wealth Management charges a consulting fee and a standard program fee for investment advisory services. The consulting fee ranges from 1.00% on the first $1,000,000 to 0.20% on the remainder. The standard program fee is a flat 0.25% on all assets. Clients whose assets are managed in SMA's are charged both fees. Fees are negotiable in certain circumstances. The firm does not charge fees for stand-alone financial planning/consulting services.
Areas of Practice
Location
58 Boston Street, Guilford, CT, 06437