Diamond Trail Capital Management offers investment management on a discretionary basis, advisory and consulting services, and wrap fee programs. They work with individuals, retirement plans, trusts, estates, charities, and corporations. They also provide financial planning services covering estate planning, retirement, insurance, taxes, and investments. Clients decide which recommendations to implement.
Assets Under Management$9.8M
Clients14
Advisors1
Avg. per Client$700K
Avg. per Advisor$9.8M
Fee Structure
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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