Orlando Luna is a registered investment advisor at Discipline Wealth Solutions, INC., based in Greenville, SC, with 14 years of industry experience. Orlando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,946 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
The adviser receives 1.25% and DWS receives a range from 0.07% to 0.40%, depending on the amount of assets under management.
Fee Estimator
Location
15 Halton Green Way, Greenville, SC, 29607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Orlando is an insurance agent selling various insurance products, dedicating about 10-20% of his time. He also works as a substitute teacher and is the president of SOAL Enterprises LLC and SOAL Group Capital, real estate investment companies, taking about half of Orlando's time.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
Cpr Investments INC
Hbw Advisory Services LLC
State Registrations1 state
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