Douglas Lagerstrom
Douglas Lagerstrom is a registered investment advisor at Private Wealth Solutions, LLC, based in Woodland Hills, CA, with 34 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 275 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
5850 Canoga Avenue, Suite 315, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2017Customer Dispute
February 2014Other Business ActivitiesSells Insurance
Douglas is a Senior Vice President at Private Wealth Solutions, spending most of his time there and earning commissions. He also has a fixed insurance business where he is president, and spends minimal time on it.
Employment History
Current Registrations
Private Wealth Solutions, LLC
Kovack Securities INC.Broker
Previous Registrations
Kovack Advisors, INC.
Morgan Peabody, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Great Western Financial Securities CorporationBroker
Baraban Securities, INC.Broker
State Registrations14 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.