James Douglas is a registered investment advisor at Douglas Capital Management INC, based in Jacksonville, FL, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 112 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Douglas Capital Management charges an annual fee for investment management, calculated as a percentage of the portfolio's market value. This fee is negotiable and paid quarterly in advance. The percentage may decrease as the portfolio size increases. Clients may also incur custodial fees, mutual fund fees, and brokerage costs.
Location
4230 Pablo Professional Court, Suite 208, Jacksonville, FL, 32224
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Regulatory 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.
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James is an owner of office condos through Douglas Capital Management LLC, a non-investment related activity. He spends minimal time collecting rent, filing annually, and performing bank reconciliations.
Employment History
Current Registrations
Douglas Capital Management INC
State Registrations1 state
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