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Douglas Wolfe
20 Years of Experience
Wyckoff, NJ
1 DisclosureSells Insurance
Douglas Wolfe is a registered investment advisor at Saddle River Capital Management, LLC, based in Wyckoff, NJ, with 20 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 82 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
82 clients
Average Client Portfolio
$212K average
Assets Under Management
$17.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wyckoff, NJ
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
December 2011Other Business ActivitiesSells Insurance
Douglas provides insurance to clients who request it.
Employment History
Current Registrations
Saddle River Capital Management, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Saddle River Capital Management, LLC
February 2016 - December 2017 · 1 yr 10 mos
Saddle River Capital Management, LLC
May 2009 - December 2015 · 6 yrs 7 mos
US Financial Advisors, LLC
March 2009 - April 2009 · 1 mo
Saddle River Capital Management, LLC
December 2004 - April 2008 · 3 yrs 4 mos
State Registrations2 states
NJPA
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.