Diesslin Group provides personal, tailored financial planning and investment management services to individuals, closely held businesses, corporations, charitable organizations, and retirement plans. The firm assists clients with cash flow and net worth statements, tax planning, education funding, risk management, retirement planning, charitable giving, and estate planning. After initial data collection, Diesslin Group helps clients establish short- and long-term goals and a customized action plan. For investment management, Diesslin Group primarily builds portfolios using actively managed mutual funds through Charles Schwab and Fidelity, tailoring asset allocation based on each client's time horizon and risk tolerance. The firm also offers specialized services such as annuity reviews, 529 college savings account management, and due diligence or ad hoc consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.15% |
Fees may be negotiated in special circumstances. The firm may also receive performance-based fees for qualified clients.