Diamond Peak Wealth Management is a registered investment advisor based in Bend, Oregon, offering personal portfolio management and financial planning services. Founded in 2026 by Kevin Serrapede, the firm builds customized, diversified portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities, operating on either a discretionary or non-discretionary basis. Investment management fees are based on a percentage of the assets under management. In addition to managing investments, Diamond Peak Wealth Management provides comprehensive financial planning covering budgeting, tax strategies, insurance, retirement, and estate planning, charged either by the hour or as a fixed project fee. The firm serves individuals, high-net-worth clients, businesses, and retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees for accounts over $5,000,000 are negotiable. Assets are aggregated at the family or company level.