Disciplined Financial Services (DFSI) provides investment and asset management services, account manager selection and performance evaluation, and consulting services. DFSI analyzes clients' financial situations and provides investment recommendations. DFSI manages investments, but clients' assets are held by a clearing firm. DFSI also offers advice on selecting third-party portfolio managers and evaluates their performance. Consulting services include financial and retirement planning, estate analysis, and investment strategy.
Assets Under Management$11M
Clients45
Advisors1
Avg. per Client$240K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable and vary based on the nature of investments, account value, and special services requested.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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