Disciplined Portfolio Solutions (DPS) offers portfolio management based on individual client goals and risk tolerance. DPS creates an Investment Policy Statement for each client to help select a suitable portfolio. DPS also offers financial planning covering investments, insurance, taxes, retirement, education, and debt. DPS generally limits its investments to mutual funds, equities, bonds, ETFs, and government securities.
Assets Under Management$230M
Clients59
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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