Renee Cuchetti
Renee Cuchetti is a registered investment advisor at Discipline Wealth Solutions, INC., based in Greenville, SC, with 34 years of industry experience. Renee 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 (2)
Customer Dispute
February 2010Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Renee works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of Renee's time.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
Cpr Investments INC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.