Bart Dichiaro
Bart Dichiaro is a registered investment advisor at Discipline Wealth Solutions, INC., based in Tarrytown, NY, with 13 years of industry experience. Bart 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
520 White Plains Road #500, Tarrytown, NY, 10591
Get directionsHistory
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 ActivitiesSells Insurance
Bart works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
Cpr Investments INC
Primerica Advisors
PFS Investments INC.Broker
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
J.P. Morgan Securities LLCBroker
Nylife Securities LLCBroker
Quest Capital Strategies, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.