Diesslin Group provides personalized financial planning and investment management services. Planning covers cash flow, tax, education, risk management, retirement, charitable giving, and estate planning. Investment management is based on client goals, risk tolerance, and market conditions, typically using actively managed mutual funds. Diesslin Group also offers retirement, insurance, estate, tax, business, and education planning.
Assets Under Management$700M
Clients286
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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