Marc Becker is a registered investment advisor at Discipline Wealth Solutions, INC., based in Durham, NC, with 25 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 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% |
Fees are negotiable and may be lower than standard rates at the firm's discretion.
Fee Estimator
Location
2741 Campus Walk Avenue, Building 400 Suite 400, Durham, NC, 27705
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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 Activities
Marc is a managing member of MFN Enterprises LLC, a real estate holding company, spending minimal time on annual reporting. He is also a managing member, investment advisory representative, and CEO of Wiser Financial Coaching, an RIA, dedicating a few hours per week to client investment advisory services.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
M. S. Howells & CO.Broker
Efficient Advisors
Wiser Financial Coaching, LLC
Triad Advisors LLCBroker
Triad Advisors, INC.
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Aura Financial Services, INC.
Aura Financial Services, INC.Broker
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.
Exams
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