Great Diamond Partners offers investment advice tailored to clients' needs and objectives. They provide discretionary and non-discretionary portfolio management services, investing in model portfolios with varying risk tolerances. They also offer financial planning services, ranging from broad-based to single-subject planning, and business transition planning services. Great Diamond Partners uses Dynasty Financial Partners for operational and back-office support.
Assets Under Management$610M
Clients328
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$77M
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Fee Structure
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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