Diamond Wealth Management, LLC
Assets Under Management
$183.5M
Number of Clients
337
Number of Advisors
6
Average Client AUM
$544K
AUM per Advisor
$30.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Diamond Wealth Management, LLC offers discretionary asset management services, financial planning, and consulting. Investment strategies are tailored to individual client goals, time horizons, objectives, and risk tolerance. Financial planning services cover wills, estate plans, investments, taxes, retirement income, social security, college planning, and insurance. The firm may utilize sub-advisors to manage client portfolios.
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
Location
40 W. Main Street Court, Suite 250E, Alpine, UT, 84004