Diem Wealth Management is an advisory firm founded in 2012 and located in Fort Wayne, Indiana. The firm primarily acts as a liaison, connecting clients with third-party money managers and co-advisors—such as Matson Money—to handle investment portfolios. In addition to investment coordination, Diem Wealth Management offers comprehensive financial planning and consulting services covering topics such as wills, estate plans, taxes, insurance, and retirement planning. The principal owner, Thomas J. Diem, is also a licensed insurance agent, spending a portion of his time offering insurance products. The firm tailors its strategies to individual client objectives and reviews third-party account statements quarterly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees apply to the Matson Money co-advisor platform and range from 0.50% to 1.40% annually depending on assets and portfolio model. Matson Money also charges a separate 0.50% annual fund fee.