Disciplined Wealth Management provides ongoing investment advice based on your investment needs, determined through discussions and a questionnaire. Portfolios are designed to meet specific investment goals and are continuously managed. The firm also offers subadvisory services to other registered investment advisors, providing them with investment research or suggested trades. As of 12/31/2025, the firm managed $1,758,177 in discretionary assets.
Assets Under Management$1.8M
Clients30
Advisors1
Avg. per Client$59K
Avg. per Advisor$1.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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