BlackDiamond Wealth Management offers investment advice and manages portfolios for individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. BlackDiamond creates customized investment strategies based on client goals, risk tolerance, and financial situations, typically using low-cost, diversified mutual funds and exchange-traded funds (ETFs). BlackDiamond also offers financial planning services, either as part of investment management or on an ongoing basis, covering areas like retirement, education, and savings.
Fee Structure
BlackDiamond's investment management fee is based on the average daily balance of your portfolio and is charged monthly. The fee can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. BlackDiamond may recommend unaffiliated investment managers, but the total fee will not exceed 2.00% annually.