Diamond Wealth Management (DWM) provides investment management and financial planning services. DWM determines investment strategies based on your goals, risk tolerance, and time horizon. DWM may use sub-advisors to manage your assets. Financial planning covers wills, estate planning, investments, taxes, retirement, college planning, and insurance. DWM also advises private investment funds.
Assets Under Management$180M
Clients337
Advisors5
Avg. per Client$540K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Diamond Wealth Management offers investment management services based on a percentage of your portfolio. The annual fee is negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. If DWM uses sub-advisors, you will not pay additional fees.
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