Diamant Asset Management offers investment advice and manages portfolios for individuals, families, trusts, and retirement plans. They help clients define investment goals, allocate assets, and manage equity and income-oriented accounts. Diamant focuses on long-term investment advice and personal client attention, avoiding high turnover of key personnel. They invest conservatively in quality securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee is calculated by separating the equity and fixed income bond segments of the overall portfolio. The Equities fee schedule is applied to the equities segment of the overall portfolio, and the Fixed Income Bonds fee schedule is applied to the fixed income bond segment of the overall portfolio. Cash equivalents are categorized as part of the fixed income bond portfolio. The total advisory fee as a percentage of assets will be lower with the inclusion of a fixed income bond segment versus all assets being held in the equity segment. Fixed Income Bonds fee schedule: $ 0 to $1,000,000: 0.75% $1,000,001 to $10,000,000: 0.50% More than $10,000,000: 0.375%