Advisor at Diamond Investment Management Services, LLC
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Location
Arlee, MT
Credentials
Series 63, Series 65
Industry experience
23 years
Jimmy Huggins is a financial advisor with Diamond Investment Management Services, LLC in Arlee, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Huggins has been with Diamond Investment Management Services since 2012. Diamond Investment Management Services, LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients. The firm uses fundamental research to tailor strategies to client objectives, employing a variety of investment approaches and maintaining oversight of third-party money managers.
Based on Diamond Investment Management Services, LLC
Based on Diamond Investment Management Services, LLC
$1 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $999,999: 1.10% $1,000,000+: 1.00%
Fee-only: 1.00% to 1.50% annually, negotiable depending on client needs and complexity; fees paid quarterly in arrears
Arlee, MT
Montana · Texas
Diamond Investment Management Services, LLC
2012 - Present (14 years)
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