Discipline Wealth Solutions, INC.
Assets Under Management
$316.3M
Number of Clients
1,317
Number of Advisors
17
Average Client AUM
$240K
AUM per Advisor
$18.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Discipline Wealth Solutions Inc. offers investment advisory services, including asset allocation strategies, and financial planning services such as risk assessment, estate planning, and education planning. Services are provided to individuals, high net worth individuals, corporations, other advisors, and retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
Fee Estimator
Asset management fees are charged monthly, based on the size of your assets and the complexity of services, ranging from 1.32% to 1.65% annually. Financial planning services are offered at an hourly rate of $125 to $500, or a fixed fee up to $30,000 per plan, depending on complexity. Cash management services are offered at a fixed rate not exceeding 0.50% per annum. Retirement plan consulting fees range from 1.10% to 1.30% annually.
Areas of Practice
Location
15 Halton Green Way, Greenville, SC, 29607