Diego Diaz is a registered investment advisor at Berlin Wealth Group Advisors, based in Tomball, TX, with 2 years of industry experience. Diego operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 13 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berlin Wealth Group Advisors charges an annual management fee based on the value of your portfolio, paid monthly. The fee ranges up to 3% per year, depending on the investment strategy and the size of your account. These fees may be negotiable. Comprehensive financial planning is included at no additional charge for investment advisory clients.
Location
Tomball, TX
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Regulatory History (1)
Employment Separation After Allegations
June 2024Employment History
Current Registrations
Berlin Wealth Group Advisors
Previous Registrations
Finamex Asset Management, LLC
Finamex International, LLCBroker
Bulltick Wealth Management, LLC
Actinver Securities, INC.Broker
State Registrations1 state
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.