Diana Kon is a registered investment advisor at Aviso Wealth Management, based in Bellevue, WA, with 13 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 791 clients with $490M 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 | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
11900 NE 1st Street, Suite 300, Bellevue, WA, 98005
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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
Diana is the Chief Operating Officer of Aviso Financial, LLC, Aviso Financial Center, and Aviso Wealth Management, spending nearly full-time on these roles. She is also a member of Aviso 227 Holdings, LLC and Piper Milanie 1, LLC, both owning commercial real estate, and performs administrative duties for Aviso Tax Services, LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Aviso Wealth Management
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations1 state
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