Robert Douglass is a registered investment advisor at Douglass Financial Group, based in Greenwood Village, CO, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $13M 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 $50K | 1.00% |
| $50K - $200K | 1.00% |
| $200K - $500K | 1.00% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. In certain circumstances, total fees may exceed the amounts indicated in the fee schedule but will never exceed an annual fee of 3.00% of Total Assets Under Management. (For fees exceeding 2.00%, comparable services may be found elsewhere for lower fees.)
Fee Estimator
Location
6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO, 80111
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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 →Employment History
Current Registrations
Douglass Financial Group
Previous Registrations
Douglass Financial Group
Wealth Management LLC
Sunset Financial Services, INC.
Securities America Advisors, INC.
Walnut Street Advisers INC
Hfg Advisors
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.