Diazo is a registered investment advisor based in Henderson, Nevada, that provides personalized portfolio management and financial planning services. Diazo creates customized investment strategies based on each client's specific goals, time horizon, and risk tolerance, constructing portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, annuities, and private placements. The firm operates as a fiduciary, meaning it is legally required to act in your best interest. In addition to managing ongoing investments, Diazo offers project-based financial planning covering retirement, taxes, insurance, and estate planning.
Assets Under Management$220M
Clients339
Advisors3
Avg. per Client$650K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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