Diligent Investors, LLC

Diligent Investors, LLC, located in Redlands, CA, offers wrap fee programs tailored to individual client needs, providing investment advisory services based on clients' financial goals and risk tolerance. The firm's comprehensive portfolio management service includes financial planning and asset management, with investments in various securities such as exchange traded funds, mutual funds, and individual stocks or bonds. Diligent Investors charges fees based on a percentage of assets under management, with rates ranging from 1.50% for assets up to $1,000,000 to negotiable fees for amounts over $5,000,000. The firm bills fees quarterly in advance and may adjust for deposits and withdrawals. Clients may place reasonable restrictions on their investment portfolios, and the firm does not charge performance-based fees. Diligent Investors acts as a fiduciary, committed to providing full disclosure and acting in the best interests of clients. The firm reviews client accounts quarterly and provides regular performance reports. Diligent Investors does not accept proxy authority to vote client securities and does not provide cash or non-cash compensation for client referrals. The firm's financial advisors are registered representatives of M. S Howell & Co., and the firm has no disciplinary information to disclose. Diligent Investors does not take custody of client funds or securities and has no financial condition impairing its ability to meet obligations.