Douglas Wall is a registered investment advisor at 1836 Asset Management, LLC, based in Garland, TX, with 36 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. Their firm serves 48 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable on a client-by-client basis and will not exceed 3%. Administrative services for non-advisory clients are charged a fixed annual fee payable quarterly in advance.
Fee Estimator
Location
245 Cedar Sage Dr., Suite 250, Garland, TX, 75040
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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 involved with Laurita Coal Corporation, Flying W5 LLC, Novak Westinghouse Townhome LP (real estate development), and YardSale Texas LLC (personal investment). He spends about 10-20% of his time as a partner in YardSale Texas LLC, investing and funding the business.
Employment History
Current Registrations
1836 Asset Management, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Principal Financial Securities,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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