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 | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for assets over $2,000,000.
Fee Estimator
For wealth management clients, the annual advisory fee is 0.75% on the first $1,000,000 of assets under advisement, 0.50% on the next $1,000,000, and negotiable for assets over $2,000,000. Fees are negotiable and payable in advance each quarter. Fees do not include custodial, brokerage, or other service provider fees.
Areas of Practice
Advisor Information
Office location
571 Monon Blvd, Suite 400, Carmel, IN, 46032
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Douglas is on the board of directors for Aspire Indiana and the Indiana Chamber of Commerce. He also serves as treasurer and board member for Indiana Nitro Baseball.