Mary O'toole is a CFA-designated registered investment advisor at Diastole Wealth Management, based in Cinncinnati, OH, with 25 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 275 clients with $400M 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 $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% |
Fees and minimum account sizes may be negotiable. 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. Affiliated Fund assets managed by DWM will also be included in a Client's total assets under management and will be charged a Consultant Fee, however, such affiliated Fund assets will not be charged a Standard Program Fee.
Fee Estimator
Location
Cinncinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Diastole Wealth Management
Previous Registrations
Interocean Wealth Management LLC
Column Capital Advisors, LLC
Ernst & Young Investment Advisers LLP
State Registrations2 states
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