Douglas Mcleod
Douglas Mcleod is a registered investment advisor at Mitchell, Mcleod, Pugh & Williams, INC., based in Mobile, AL, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,037 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mitchell McLeod Pugh & Williams charges a percentage of your portfolio's value each year for managing your investments. The specific rate depends on the type of investments (stocks, bonds, or cash) and the amount you have invested. These fees are negotiable.
Equity Portfolios:
- Up to $1 million: 1.0%
- Next $1 million: 0.8%
- Next $1 million: 0.6%
- All over $3 million: 0.5%
Fixed Income Portfolios:
- Up to $1 million: 0.5%
- Next $1 million: 0.4%
- Next $1 million: 0.3%
- All over $3 million: 0.25%
Cash & Cash Equivalents:
- All: 0.25%
Location
Mobile, AL
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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 →Other Business Activities
Douglas is a member of Jubilee Early Child Development Center, LLC and JECDCREALTY, LLC (a real estate holding company) since 1998. He spends about 10-20% of his time on financial, accounting, contract negotiation, and bookkeeping duties for these entities.
Employment History
Current Registrations
Mitchell, Mcleod, Pugh & Williams, INC.
Previous Registrations
T.leavell & Associates, INC
State Registrations4 states
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