| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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Learn about disclosures →Diana is the owner and investment advisor representative at Financial Investment Team, Inc., dedicating full-time hours to investment advisory and planning services. She also owns Plus Tax, Inc., providing tax planning and preparation services, and spends about half her time on this during tax season and about 10-20% of her time outside of tax season. Additionally, Diana is a member of Thunder Paws Farm, LLC, spending minimal time collecting rent for the dog training area.