Diogenes Financial LLC provides investment portfolio management based on client objectives and risk tolerance. They work primarily with stocks, bonds, and exchange-traded funds. Diogenes Financial also offers financial consultations on an hourly basis, covering retirement accounts, benefits, cash and debt management, and other financial analysis. They also offer federal income tax preparation services.
Assets Under Management$8.8M
Clients20
Advisors1
Avg. per Client$440K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Minimum annual fee of $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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