Douglas Haack is a CFP-designated registered investment advisor at Hamrick Investment Counsel, LLC, based in Seattle, WA, with 26 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
Fees may be higher or lower than the standard fee schedule based on legacy fee arrangements or other reasons.
Fee Estimator
Location
2033 Sixth Avenue, Suite 820, Seattle, WA, 98121-2567
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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 buys, renovates, rents, and sells real estate property. He spends a few hours per week on this activity, and none during securities trading hours.
Employment History
Current Registrations
Hamrick Investment Counsel, LLC
Previous Registrations
Cornerstone Advisors INC
Chase Investment Services CORP.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations1 state
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