DIAZO, LLC provides ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. DIAZO creates an Investment Policy Statement for each client and constructs a plan to aid in selecting a suitable portfolio. DIAZO also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$180M
Clients290
Advisors4
Avg. per Client$610K
Avg. per Advisor$44M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.40% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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