DC
DC
Douglas Castro
4 Years of Experience
Massapequa, NY
1 Disclosure
Douglas Castro is a registered investment advisor at Adc Wealth Management, LLC, based in Massapequa, NY, with 4 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 93 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$206.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
30 D Broadway, Suite 200, Massapequa, NY, 11758
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2009Settled
Employment History
Current Registrations
Adc Wealth Management, LLC
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.