Douglas Mackay is a CFA-designated registered investment advisor at Broadleaf Partners, LLC, based in Peninsula, OH, with 30 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $550M 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 - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees for amounts over $10 million are negotiable. Fees are charged in arrears.
Fee Estimator
Location
Peninsula, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Broadleaf Partners, LLC
Previous Registrations
Oak Associates LTD
State Registrations1 state
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