Diamond Client Group (DCG) provides portfolio management services based on your financial goals, risk tolerance, and time horizon. DCG also offers financial planning services on a project-based or ongoing basis, covering areas like retirement, college, and tax planning. DCG may recommend investments in stocks, mutual funds, ETFs, and alternative investments. DCG may also direct clients to third-party investment advisors and/or sub-advisers to manage all or a portion of the client’s assets.
Assets Under Management$120M
Clients212
Advisors9
Avg. per Client$550K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. Certain additional sub-advisory fees, platform fees, and/or Alternative Investment Fees may apply where the client’s account incorporates the use of Sub-Advisers and/or Alternative Investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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