Douglas Bartol
Douglas Bartol is a CFP, ChFC-designated registered investment advisor at Nexus One Financial Advisors LLC, based in Plano, TX, with 28 years of industry experience. Douglas 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 685 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nexus One Financial Advisors offers wealth management services for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.85%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance. If Nexus One uses unaffiliated investment managers, the total fee, including Nexus One's fee and the manager's fee, will not exceed 2.50% annually.
Location
5060 Tennyson Pkwy, Suite 300, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2010Other Business ActivitiesSells Insurance
Douglas is an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Nexus One Financial Advisors LLC
Previous Registrations
Retirement Planners of America
Cambridge Investment Research Advisors, INC.
Eagle Strategies LLC
State Registrations1 state
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.