Dias Wealth, LLC offers financial planning and consulting services. Financial planning involves a review of your financial situation, goals, and risk tolerance, resulting in a written financial plan. Financial consulting focuses on specific topics. Dias Wealth may recommend third-party investment advisors based on your circumstances, goals, and risk tolerance. Dias Wealth monitors the third-party advisor and acts as your primary financial advisor.
Assets Under Management$7.7M
Clients11
Advisors1
Avg. per Client$700K
Avg. per Advisor$7.7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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