Diligent Investors, LLC offers a range of investment advisory services to individuals and other clients. As a legally required fiduciary, Diligent Investors aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include financial planning and consulting, which may encompass investment, retirement, estate, charitable, education, and tax planning. Comprehensive portfolio management is offered through wrap accounts.
Assets Under Management$660M
Clients884
Advisors3
Avg. per Client$750K
Avg. per Advisor$220M
Fee Structure
Diligent Investors offers comprehensive portfolio management services through wrap accounts. Fees for investment management are detailed in a separate Wrap Fee Program Brochure.
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