Pamela Diamond is a PFS-designated registered investment advisor at Creative Wealth Builders, LLC, based in West Hempstead, NY, with 4 years of industry experience. Pamela 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, and 1 more. Their firm serves 25 clients with $20M 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 $100K | Included |
| $100K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.55% |
Accounts up to $100,000 are subject to a minimum annual fee of $1,000. Fees are negotiable and may be higher or lower based on the nature of the account.
Fee Estimator
Location
West Hempstead, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela is the Managing Member of Pamela Diamond, CPA/PFS, a certified public accounting firm, providing accounting and tax preparation services. Members of the CPA firm may recommend Creative Wealth Builders' services to their clients.
Employment History
Current Registrations
Creative Wealth Builders, LLC
State Registrations1 state
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