Van Diest Capital provides investment management based on your goals, risk tolerance, and time horizon. They create a personalized investment plan to help select a portfolio that fits your specific situation. Van Diest Capital also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They may recommend investments in fixed income, real estate funds, equities, ETFs, commodities, and non-U.S. securities.
Assets Under Management$140M
Clients467
Advisors7
Avg. per Client$310K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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