Assets Under Management
$378.0M
Number of Clients
304
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$42.0M
Compensation
Fee-Only (AUM)
Diastole Wealth Management offers tailored investment advice and portfolio management services, considering financial planning an integral part. They also provide financial planning and consulting services, including wealth transfer, estate, retirement, education, and charitable gifting consultations. They manage a private investment fund, EPAG, for sophisticated investors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Consulting Fee + Standard Program Fee. Fees and minimum account sizes may be negotiable.
58 Boston Street, Guilford, CT, 06437