| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
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Learn about disclosures →Douglas is involved in several business activities, including financial consulting and planning, serving the non-investment needs of wealthy clients, and owning a print-on-demand publishing company. He also lectures, writes for the Jerusalem Post, and is the author of several books.