Black Diamond Wealth Management offers investment management and financial planning services. Investment management includes both wrap and non-wrap options, using stocks, bonds, ETFs, and other securities. Financial planning covers retirement, estate, tax, education, and business planning. The firm also provides retirement plan consulting to employers. Black Diamond acts as a fiduciary, prioritizing client interests.
Fee Structure
Black Diamond Wealth Management offers investment management services for a fee that does not exceed 1.85% annually. This fee is deducted monthly in advance from your account. The fee is based on the value of your account on the last day of the previous month and is adjusted for deposits and withdrawals. If you refer a new client, both you and the referred client may receive a lower fee based on the combined value of your accounts.