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Douglas Purdy is a registered investment advisor at Mackhouse Capital, based in Indianapolis, IN, with 10 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8 clients with $5.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$660K average
Assets Under Management
$5.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
MackHouse may charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Indianapolis, IN
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2014Denied
Employment History
Current Registrations
Mackhouse Capital
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Mackhouse, LLC
June 2015 - September 2015 · 3 mos
State Registrations2 states
INKY
Advisor
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.
Exams
No exam information available for this advisor.