Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Supervisory Services are based on a percentage of assets under management, with a maximum annual fee of 1.50% (0.00375 quarterly). The advisor has discretion to lower fees. Fees are calculated on the last day of each calendar quarter and deducted in arrears. There is no minimum account balance required. Clients may incur additional fees for products purchased outside the advisory agreement.
Areas of Practice
Advisor Information
Office location
9501 W 144th Place, Orland Park, IL, 60462-2562
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 ActivitiesSells Insurance
Douglas sells fixed life insurance and fixed annuities, dedicating about 10% of his time to this activity. He is also an Associate Advisor at Strategic Investment Solutions, Inc, spending nearly full-time hours there, and serves as a board member for the Orland Park Police Pension Board, dedicating minimal time.