Diamond Investment Management Services (DIMS) offers ongoing portfolio management based on individual client goals and risk tolerance. DIMS creates an Investment Policy Statement for each client to help select a suitable portfolio. DIMS also directs clients to third-party money managers and is compensated via a fee share. DIMS generally limits its money management to mutual funds, equities, bonds, and other securities.
Assets Under Management$25M
Clients127
Advisors1
Avg. per Client$200K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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