Diamond Head Financial Advisors provides investment management services to individuals, high net worth individuals, trusts, and pension and profit-sharing plans. They gather information about your financial situation and goals to provide ongoing advice and manage your investments. They manage accounts on a discretionary basis, meaning they can make trades without your prior approval, but they will consider your investment objectives and any restrictions you place on the account.
Assets Under Management$41M
Clients73
Advisors1
Avg. per Client$560K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
These fees apply to the Total Return Strategy. The Early Retirement Strategy has a flat 1% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...