Diamond Equity Advisors manages investment portfolios and offers comprehensive financial planning and business consulting services for individuals, high-net-worth clients, and business entities. Diamond Equity Advisors covers topics such as retirement planning, risk management, college savings, cash flow, debt management, tax strategies, and estate planning. The registered investment advisor utilizes fundamental analysis and modern portfolio theory to build long-term investment strategies primarily using mutual funds, exchange-traded funds, fixed income securities, and insurance products. Diamond Equity Advisors also offers specialized programs for small business owners focusing on profitability and cash management systems.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may vary depending on the needs of the client and complexity of the situation.