Diastole Wealth Management (DWM) offers investment management services on both a discretionary and non-discretionary basis. DWM also provides financial planning and consulting services, including wealth transfer, estate planning, retirement planning, education funding, and charitable gifting advice. DWM also manages a private investment fund, Eden Partners Absolute Growth Fund, LP, available to institutional and high-net-worth investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees and minimum account sizes may be negotiable. Consultant Fee is charged for investment advisory services provided by DWM. The Standard Program Fee is charged for administrative services of DWM to service the Client Accounts. All Clients whose assets are managed in SMA's are charged both the Consultant Fee and the Standard Program Fee. Affiliated Fund assets managed by DWM will also be included in a Client's total assets under management and will be charged a Consultant Fee, however, such affiliated Fund assets will not be charged a Standard Program Fee.