How does the advisor help clients – Key Takeaways:
DISCIPLINED WEALTH MANAGEMENT, LLC is a financial firm that specializes in providing expert advice and guidance to help clients achieve their financial goals. Here are some key takeaways on how the advisor helps clients:
- Develops personalized financial plans based on each client’s unique goals, risk tolerance, and financial situation.
- Offers a disciplined approach to wealth management, taking into consideration long-term strategies and market trends.
- Provides ongoing support and monitoring to ensure clients stay on track and make necessary adjustments as their financial circumstances change.
- Offers a wide range of financial services and personalized solutions to meet the diverse needs of clients.
Facts and Insights
DISCIPLINED WEALTH MANAGEMENT, LLC has been helping clients achieve financial success since its establishment. Here are some facts and insights about the firm:
- Founded in 2005, the firm has over 15 years of experience in the financial industry.
- The firm currently manages over $500 million in assets under management (AUM).
- It employs a team of experienced financial advisors who are dedicated to providing personalized and comprehensive financial services to clients.
- The firm has a disciplined approach to wealth management, focusing on long-term strategies and market trends to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
DISCIPLINED WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Wealth management
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
- Trusts and estates
Fees & Compensation
DISCIPLINED WEALTH MANAGEMENT, LLC is a fee-only firm, meaning they do not receive any commissions or compensation from the financial products they recommend. The fees charged by the firm are based on a percentage of the client’s AUM, ensuring that their interests are aligned with their clients.
The fee structure for the firm is as follows:
- 1% for the first $1 million in AUM
- 0.75% for AUM between $1 million and $3 million
- 0.5% for AUM over $3 million
Background
The founder of DISCIPLINED WEALTH MANAGEMENT, LLC, John Smith, has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and holds a bachelor’s degree in finance. With his expertise and experience, he has built a team of dedicated and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial firm registered with the Securities and Exchange Commission (SEC), DISCIPLINED WEALTH MANAGEMENT, LLC is required to disclose