Diastole Wealth Management Fees & Minimum

Overview

Headquarters: Guilford, CT
Total Firm Assets: $396 million
Average High-Net-Worth Client Portfolio Size: $3.6 million

Fee Disclosure

Source: DWM FORM ADV PART 2A/B OTA AMENDMENT 05012026 (2026-05-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.40%
$1,000,001	$2,000,000	1.10%
$2,000,001	$3,000,000	0.85%
$3,000,001	$4,000,000	0.65%
$4,000,001	and above	0.45%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,000	1.40%
$5 million	$44,500	0.89%
$10 million	$67,000	0.67%
$50 million	$247,000	0.49%
$100 million	$472,000	0.47%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 79.19%
Number of High-Net-Worth Clients: 86
Total Client Accounts: 1,434
Discretionary Accounts: 1,270
Non-Discretionary Accounts: 164

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 111604

DWM FORM ADV PART 2A/B OTA AMENDMENT 05012026 (2026-05-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Diastole Wealth Management