Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
You'll pay an annual fee based on the type of portfolio you choose and the assets in the account. Strategic portfolios have a 2.00% annual fee, Tactical portfolios are 1.80%, Allocation and Defined Outcome portfolios are 1.70%, Preservation portfolios are 1.00%, and Private Wealth Series portfolios are 1.50%. Client Directed Accounts have a $300 annual fee. These fees do not include brokerage fees or custodial fees. GI also charges an annual account service and technology/administrative fee of $60. Minimum account sizes apply: $25,000 for Preservation, $50,000 for Allocation, $100,000 for Strategic and Tactical, $250,000 for Private Wealth Horizon, and $100,000 for Private Wealth Income Edge. Fees are negotiable and assessed quarterly in arrears.
Areas of Practice
Advisor Information
Office location
Durham, NC
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 is an owner/insurance agent for Damis, Inc. since 2021, focusing on fixed insurance sales and dedicating about 10% of his time. He also works as a tax preparer/assistant for William B. Clard, CFP CPA, spending minimal time, and is a board member for Durham Community Land Trustees, spending minimal time.