Family office services are charged a fixed annual fee ranging from $0 to $750,000. Investment management fees are based upon a percentage of assets under management, not to exceed 1.50%. Fees are billed in arrears on a quarterly basis. Fees may vary based on account size, portfolio complexity, or other agreed-upon reasons. The firm requires a minimum household value of $2,000,000 to provide advisory services, but this may be waived at the firm's discretion.
5750 S. Ulster Circle East, Greenwood Village, CO, 80111
Get directionsDouglas is a member of Champions Retreat LLC and DIGC Investments, both real estate rental companies, and managing member of DD Capital LLC, a business entity for tax and investment purposes. He is also involved with Alpha Capital Wealth Planning LLC, Ulster Circle Partners, Positivitee, Greater Colorado Council (Boy Scouts of America), and Eisenhower Health Foundation.