Markus Lammer is a registered investment advisor at Diamond Nestegg, based in Scarsdale, NY, with 9 years of industry experience. Markus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Diamond NestEgg offers an annual retainer service for $12,000 per year, paid quarterly, to assist clients with planning action items after delivering a financial plan.
- One-off financial plan: $25,000 over four months, with a deposit of $6,250 or 25% of the estimated fee (whichever is greater) required at the time of engagement. The remainder is due within 30 days of invoicing after delivery of the plan.
- One-off consultation: $750 per hour, with a six-hour minimum. A deposit of $2,250 or one-half of the estimated fee (whichever is greater) is due upon execution of the engagement agreement, and the remaining portion is due within 30 days of invoicing after delivery of the advice or limited plan.
Location
Scarsdale, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Diamond Nestegg
Previous Registrations
UBS Securities LLCBroker
Credit Suisse Securities (USA) LLCBroker
State Registrations1 state
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