Discipline Wealth Solutions manages investment portfolios and provides financial planning services for individuals, high net worth individuals, corporations, and retirement plans. Founded in 2021 and based in Greenville, South Carolina, the firm builds customized asset allocation strategies across stocks, bonds, mutual funds, and cash equivalents. Discipline Wealth Solutions tailors its investment advice to match each client's specific risk tolerance and goals, offering both discretionary portfolio management (where the firm makes trades on your behalf) and non-discretionary services. In addition to investment management, Discipline Wealth Solutions provides financial planning consulting covering risk assessment, estate planning, cash flow organization, and retirement analysis. The firm also offers cash management services and consulting for company-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
Fees are negotiable and may be lower than standard rates at the firm's discretion.