Douglas Anderson is a registered investment advisor at Douglas Anderson, III, based in Houston, TX, with 5 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. Alternatively, fees can be based on 10% of the investment return of the portfolio assets, paid in arrears. In the event that investment return of the assets under management is in excess of 30%, the fee to the advisor would be in excess of 3%.
Fee Estimator
Location
1001 Fannin, Suite 4670, Houston, TX, 77002
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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 is a sole proprietor working as a Certified Public Accountant and a Licensed Real Estate Broker since 1990. He spends about 10-20% of his time on tax planning, tax preparation, business consultation, real estate brokerage, and real estate consultation.
Employment History
Current Registrations
Douglas Anderson, III
State Registrations1 state
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