Assets Under Management
$389.7M
Number of Clients
226
Number of Advisors
2
Average Client AUM
$1.7M
AUM per Advisor
$194.8M
Compensation
Fee-Only (AUM)
Disciplined Equity Management (DEM) offers discretionary investment supervisory services tailored to individual client goals. Strategies include individual stock, mutual fund/ETF, and separately managed accounts (SMA). Financial planning is included with investment advisory services. DEM utilizes fundamental analysis and modern portfolio theory.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation.
200 1st Street, Suite 204, Neptune Beach, FL, 32266