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Diligence Wealth Management, LLC

Services & Pricing

Learn how our firm can support your wealth building goals.

CORE

$475 Flat Fee

Goals and Objectives Review
Cash Flow and Budgeting
Risk Tolerance Assessment
Financial Goal Setting
Debt Management
Savings Goal
Real Estate Holdings Review
Life Insurance Review
Social Security Analysis
Retirement Projections
Long Term Care Insurance

Fee includes any client follow up emails or calls to clarify topics discussed

ENGAGE

$250,000 in investable assets
1% Annual Management Fee*
Flat Fee Waived

Small Business Services
Income Distribution Strategies
ESG Social Investing
Securities Backed Credit
Portfolio Management:
- Investment Due Diligence
- Asset Allocation Review
- Portfolio Performance Reporting
- Tax and Cost-Basis Reporting
- Portfolio Rebalancing
Pension Income Options
Investments with some Principle Protection

+ CORE Services

PARTNER

$1,000,000 in investable assets
0.75% Annual Management Fee*
Flat Fee Waived

Strategic Planning for Wealth Conservation
Trust Asset Integration
CPA Partnership for Tax Planning
Charitable Giving
Tax Optimized Investing
Premium Financed Life Insurance and Tax Free Income
Executive Compensation Planning for:
- Deferred Compensation
- Stock Options
- Concentrated Portfolios

+ EGAGE Services

+ CORE Services

Menu of Services PDF

* Additional platform and/or custody fees which are dependent upon size of your portfolio and specific investments.

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