Diamond Wealth Partners helps clients define their financial goals and creates personalized plans to achieve them. They offer investment management and financial planning services, including retirement planning, tax planning, and wealth transfer strategies. Diamond Wealth operates primarily in a virtual manner but can meet in person as needed.
Assets Under Management$1M
Clients5
Advisors1
Avg. per Client$200K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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