Douglas Mottet is a registered investment advisor at Mottet Wealth, based in Parkville, MO, with 33 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. Their firm serves 130 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AssetMark's platform offers various investment solutions, including model portfolios, individually managed accounts (IMAs), and individual mutual funds. Fees include a financial advisor fee and a platform fee, which covers advisory, administrative, custodial, and brokerage services. The platform fee is based on the amount and type of assets. Some fees are negotiable. Clients should be aware that AssetMark's fees can be higher or lower than those charged by others in the industry.
Location
Parkville, MO
Get directionsHistory
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 works as an independent contractor for Stine Seed Company as a district sales representative since 1994, which is not investment-related. He spends nearly full-time setting up dealers to sell seed.
Employment History
Current Registrations
Mottet Wealth
State Registrations4 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.