Diablo Investment Advisors (DIA) offers investment advice and financial planning to individuals, especially those planning for or in retirement. DIA manages investments using mutual funds and ETFs, selecting them based on asset class, tax efficiency, and fees. DIA also provides financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like insurance, taxes, investments, retirement, and estate planning. DIA also offers consulting services for specific financial issues.
Assets Under Management$40M
Clients27
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.10% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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