Diligent Investors, LLC is a registered investment advisor based in Redlands, California, founded in 2011 and owned by Henk Fischer and James Wilson. Diligent Investors offers a variety of standalone financial planning and consulting services based on a thorough analysis of a client's current situation, goals, and objectives. These services can cover investment planning, retirement planning, estate planning, charitable planning, education planning, corporate and personal tax planning, cost segregation studies, corporate structures, real estate analysis, mortgage and debt analysis, insurance analysis, lines of credit evaluation, business planning, and personal financial planning. Written financial plans or consultations usually include general recommendations or specific actions, with implementation left entirely at the discretion of the client. Comprehensive portfolio management is offered through a separate wrap fee program, described in a separate brochure. Diligent Investors manages approximately $663 million on a discretionary basis. As a fiduciary, Diligent Investors is legally required to act in your best interest at all times.
Fee Structure
- Financial Planning & Consulting — Charged on an hourly basis up to $250 per hour, or flat fees up to $5,000 depending on the scope and complexity of your engagement, covering areas like retirement, estate, tax, and business planning.