Douglas Bailey
Douglas Bailey is a CFP-designated registered investment advisor at Capital Analysts, based in Lawrenceville, NJ, with 26 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, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
123 Franklin Corner Road, Suite 112, Lawrenceville, NJ, 08648
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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 ActivitiesSells Insurance
Douglas works as an insurance broker selling life, health, and disability insurance since 2002, dedicating nearly full-time hours to this activity. A small portion of this time is investment related.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Investment Advisors & Consultants, INC.Broker
Capital Analysts, IncorporatedBroker
Thomas James Associates, INC.Broker
Afm Investments, INC.Broker
State Registrations6 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.