Diaphanum Americas is an independent investment advisory firm offering personalized and transparent financial advice. They manage investment portfolios based on client objectives and risk profiles, using a tactical allocation strategy. They utilize various securities and instruments to reduce risk and increase performance. Diaphanum also provides non-discretionary consulting services to help clients define financial goals and implement investment strategies.
Fee Structure
Diaphanum Americas charges an annual fee based on the value of your portfolio, ranging from 0.25% to 2%. There is a $3,000 minimum annual fee. Fees are typically billed at the beginning of each quarter or month, but can be charged in arrears depending on the agreement. These fees do not include brokerage commissions or other transaction fees.