Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.00% |
| $7.5M+ | 0.85% |
Related accounts may be aggregated for fee calculations. Fee schedule is subject to negotiation.
Fee Estimator
Asset management fees are calculated as a percentage of the total assets managed, billed quarterly in arrears. The fee schedule is subject to negotiation. Financial planning services are offered at fixed fees ranging from $350 to $3,500, or hourly fees up to $350. The firm may waive or offset financial planning fees with advisory fees. WPA does not require a minimum account size to establish or maintain an advisory account; however, we reserve the right to terminate accounts we believe are too small to be effectively managed.
Areas of Practice
Advisor Information
Office location
55 East Main Street, Old Fort, NC, 28762
Get directionsRegulatory History (1)
Judgment / Lien
January 1986Other Business ActivitiesSells Insurance
Douglas is an IAR for Efficient Advisors and Liberated Investor Advisors, LLC, since 2015 and 2007 respectively. He is also the President of Alden Agency Inc DBA Asheville Dollars and Sense, an independent insurance agency selling life and disability insurance since 1992, and an investment adviser representative for Winning Point Advisors, L.L.C.