Double Diamond Investment Group provides investment management services based on clients' investment objectives. They primarily use their own portfolio models. They also offer services to contracting companies managing retainage dollars. Double Diamond sponsors its own bundled fee program. Investment programs are tailored to individual client needs, and clients can request security restrictions.
Assets Under Management$56M
Clients126
Advisors1
Avg. per Client$440K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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