Jaime Desmond
Jaime Desmond is a registered investment advisor at Black Diamond Financial, LLC, based in Lavallette, NJ, with 25 years of industry experience. Jaime is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 92 clients with $440M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees for amounts above $2,000,000 are negotiable. The firm also sponsors a wrap fee program with annual fees ranging up to 1.75%.
Fee Estimator
Location
Lavallette, NJ
Get directionsHistory
Regulatory 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
Jaime is the VP of a co-op board, spending minimal time per month, and the President of Black Diamond Financial LLC, spending a few hours per week. Jaime also serves as Social Chair for Silver Beach Association, dedicating minimal time annually.
Employment History
Current Registrations
Black Diamond Financial, LLC
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Ladenburg Thalmann & CO. INC.
Previous Registrations
Powelljohnson
Powelljohnson
PowelljohnsonBroker
Prudential Securities IncorporatedBroker
State Registrations20 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.
Exams
More Advisors
- William Voliva, CFPCapital Analysts