Get a FREE initial assessment of your portfolio! We offer fully customized asset management and financial advice for individuals for a flat fee of $3,500 per year. You retain full control of your account custodied at a third party brokerage firm (such as Charles Schwab) and we operate as your personalized portfolio manager. You give us authority to move assets within the account, but never to transfer assets in or out of the account. Discipline Funds will provide a holistic asset-liability matching review, asset allocation implementation and annual maintenance of the portfolio to help keep you on track.

The Discipline Portfolio Manager is ideal for people who want a customized portfolio management service but don’t have the time or discipline to manage it on their own.

The Discipline Portfolio Manager offers the following benefits:

  • A comprehensive assessment of current funds and fees to streamline tax and fee efficiency.
  • A full-time personalized asset manager so you can focus on what you’re best at. 
  • Rebalancing, reinvesting and cash maintenance. 
  • Tax optimization including estate planning, retirement planning, asset location & tax loss harvesting.

The Discipline Portfolio Review is a flat fee of $2,500 that includes a comprehensive review of your current asset allocation and financial plan/goals. We will review current fees, holdings, correlations and performance to help give you better perspective on your portfolio. We will then recommend changes and improvements.

The Discipline Portfolio Review is ideal for investors who prefer a DIY approach but would like a second opinion along the way. 

The Discipline Portfolio Review offers the following benefits:

  • An independent second opinion of your existing portfolio.
  • A risk profile review to consider whether you’re taking too much or not enough risk.
  • A comprehensive assessment of current funds and fees to streamline tax and fee efficiency.
  • Investment options regarding excess cash.

Contact Us For a FREE Initial Portfolio Consultation

Discipline Portfolio Review FAQ