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
Discipline Wealth Solutions Inc. is a Registered Investment Adviser offering tailored investment advice, asset allocation strategies, and consulting services. They provide discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, corporations, other advisors and retirement plans.
| 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% |
15 Halton Green Way, Greenville, SC, 29607