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Troy Schield
29 Years of Experience
Littleton, CO
2 Disclosures
Troy Schield is a registered investment advisor at Disciplined Wealth Management, LLC, based in Littleton, CO, with 29 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $1.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$59K average
Assets Under Management
$1.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Littleton, CO
Get directionsHistory
Regulatory History (2)
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Regulatory
September 1999Final
Criminal
November 1987Final Disposition
Employment History
Current Registrations
Disciplined Wealth Management, LLC
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Schield Management Company
January 1999 - May 2005 · 6 yrs 4 mos
Schield Securities LLCBroker
July 1995 - September 2003 · 8 yrs 2 mos
State Registrations1 state
CO
Advisor
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.
Exams
No exam information available for this advisor.