Douglas Zidel
Douglas Zidel is a registered investment advisor at Zidel Financial INC., based in Breckenridge, CO, with 39 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 151 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.50% |
Money market assets are excluded from the asset total for billing purposes. Fees are negotiable and certain clients receive a discount on the management fee schedule.
Fee Estimator
Location
210 S. Ridge Street, Breckenridge, CO, 80424
Get directionsHistory
Regulatory History (2)
Regulatory
April 2014Regulatory
April 2012Other Business ActivitiesSells Insurance
Douglas is associated with Zidel Financial Inc., a registered investment advisory (RIA). He is also involved with fixed insurance.
Employment History
Current Registrations
Zidel Financial INC.
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Eisner Securities, INC.Broker
Commonwealth Equity Services, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. B. Hanauer & CO.Broker
Adams, Block & Coe Securities, INC.Broker
First Interregional Equity CORP.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.