Disciplined Equity Management, INC.
Assets Under Management
$389.7M
Number of Clients
226
Number of Advisors
2
Average Client AUM
$1.7M
AUM per Advisor
$194.8M
Compensation
Fee-Only (AUM)
About This Firm
Disciplined Equity Management, Inc. (DEM) offers discretionary investment supervisory services to individuals, trusts, estates, small business owners, pension plans, and charitable entities. They manage each client account according to their specific goals and objectives, using individual stock, mutual fund, and ETF strategies. Financial planning services are included for asset management clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation and may vary.
Fee Estimator
DEM charges a quarterly fee based on the value of assets in your account. The annual fee is 1.5% on assets up to $3 million, 1.0% on assets between $3 million and $5 million, and 0.75% on assets above $5 million. Fees are subject to negotiation and may vary. The advisory fee covers portfolio management and advisory services only and does not include brokerage commissions or other account expenses.
Areas of Practice
Location
200 1st Street, Suite 204, Neptune Beach, FL, 32266