Diem Wealth Management works with individuals to determine financial objectives, identify financial problems, manage cash flow, plan for taxes and retirement, review insurance, and plan estates. Diem Wealth Management refers clients to third-party money managers and acts as a co-advisor with Matson Money, Inc. The firm also holds educational workshops and seminars.
Fee Structure
Diem Wealth Management does not directly manage client money. Instead, Diem Wealth Management refers clients to third-party money managers and receives a portion of the fees charged by those managers. As a co-advisor with Matson Money, Inc., Diem Wealth Management charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.4%. This fee is negotiable based on the amount you invest and the investment strategy chosen.