Douglas Leeson is a registered investment advisor at Ira Group, INC., based in Atlanta, GA, with 35 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 279 clients with $13B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
279 clients
Average Client Portfolio
$47.3M average
Assets Under Management
$13.2B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2011Closed-No Action
Employment History
Current Registrations
Ira Group, INC.
July 2020 - Present · 5 yrs 9 mos
Previous Registrations
Ira Group, INC.
April 2003 - December 2012 · 9 yrs 8 mos
LPL Financial LLC
April 1992 - October 2016 · 24 yrs 6 mos
LPL Financial LLCBroker
April 1992 - October 2016 · 24 yrs 6 mos
Aetna Capital Management, INC.Broker
December 1989 - April 1992 · 2 yrs 4 mos
Aetna Financial Services, INC.Broker
August 1986 - December 1989 · 3 yrs 4 mos
State Registrations2 states
GATX
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.