Mark Diamond
Mark Diamond is a registered investment advisor at Beacon Financial Group, based in Dallas, TX, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 748 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000. If a Client utilizes Independent Managers, the fees charged may be more or less than set out above as each manager determines their own fees. The Firm will receive its standard fee on top of the fee paid to the Independent Manager.
Fee Estimator
Location
17300 Preston Rd, Suite 120, C/O Melissa Wheeler, Dallas, TX, 75252-5654
Get directionsHistory
Regulatory History (1)
Regulatory
December 2006Other Business ActivitiesSells Insurance
Mark owns BDE Properties, LLC, a real estate business, but it is passive and takes minimal time. He is also Vice President of Sales at Beacon Retirement Planning Services, Inc., where he provides insurance to clients, dedicating a few hours per week.
Employment History
Current Registrations
Beacon Financial Group
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Linsco/private Ledger CORP.Broker
Rauscher Pierce Refsnes, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.