Disciplined Investors (DI) offers investment management and advice to individuals, retirement plans, and trusts. DI works with clients to determine investment objectives and financial situations, creating custom portfolios based on risk tolerance and income needs. DI also offers investment advice and consultation services to those not wanting DI to manage their assets. DI provides 401(k) plan services to companies of all sizes.
Assets Under Management$700M
Clients500
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
In some cases, based on investment objectives, portfolio composition, location, services required and portfolio size, fees will be adjusted or negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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