Douglas Eduardo Bermudez

Wellth Advisory Services, LLC

27 Years of Experience

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Firm Information

Wellth Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

77 advisors

Number of Clients

2,383 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$23.6B

Fee Structure

Financial Planning:Investment management only

WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.

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Areas of Practice

Investment Management

Advisor Information

Office location

500 Silver Spur Road Suite 121, Palos Verdes, CA, 90275

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Regulatory History (1)

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Customer Dispute

April 2009

Denied

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Other Business ActivitiesSells Insurance

Douglas is involved in several business activities, including serving as a DBA for LPL business, tax/investment entities, student loan repayment program sales, healthcare consulting, and providing investment advisory services through WELLth Advisory Services, LLC, which takes nearly full-time. Douglas is also an independent insurance agent.