Disciplined Equity Management (DEM) offers investment management services to individuals, trusts, estates, small business owners, pension plans, and charitable entities. DEM creates a customized investment policy for each client. DEM offers individual stock strategies and mutual fund/ETF strategies. Financial planning services are included with investment management.
Assets Under Management$520M
Clients231
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation and may vary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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