Discipline Wealth Solutions (DWS) offers investment advice and financial planning to individuals, high net worth individuals, corporations, other advisors, and retirement plans. DWS helps clients with investment objectives, asset allocation, and written investment strategies. DWS also offers consulting services, including risk assessment, estate planning, and financial decision-making. DWS provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$750M
Clients1,946
Advisors18
Avg. per Client$380K
Avg. per Advisor$41M
www.lindedin.com/company/discipline-wealth-solu... ·www.v8investmentadvisors.com/ ·stahlneckergroup.com
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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