Diamond Equity Advisors (DEA) provides consulting services, financial planning, and asset management through a third party. Financial planning covers retirement, risk management, college savings, and estate planning. DEA also offers the Profit Accelerator Small-Business System (PASS) for small business clients. Asset management involves ongoing supervision of client accounts, with custodians holding the assets. DEA generally invests in mutual funds, ETFs, fixed income securities, and insurance products.
Assets Under Management$14M
Clients98
Advisors1
Avg. per Client$140K
Avg. per Advisor$14M
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 client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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