Douglas Holcomb
Douglas Holcomb is a registered investment advisor at Alliance Wealth Advisors, LLC, based in Scranton, PA, with 39 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 677 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Wealth Advisors' investment management fee is negotiated based on the amount you invest. The fee generally ranges up to 1.75% per year. There is a minimum monthly fee of $50 per client relationship. The fee is calculated based on the value of your account at the end of each month and is debited the following month. Fees for funds held at American Funds are calculated quarterly.
Location
538 Biden Street, Suite 700, Scranton, PA, 18503
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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.
Learn about disclosures →Other Business Activities
Douglas serves as a trustee for his cousin and parents' charitable trust, and holds power of attorney for his cousin, all investment-related. He is also a board member for Ariel Land Owners, Inc., managing a recreational lake; these activities take minimal time.
Employment History
Current Registrations
Alliance Wealth Advisors, LLC
Previous Registrations
FsicBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 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.