Douglas Albo
Douglas Albo is a registered investment advisor at Capital Income Management, LLC, based in Sherwood, OR, with 28 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 30 clients with $20M 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 $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
CIM reserves the right to negotiate fees based on larger account sizes or to initiate accounts at a negotiated fee.
Fee Estimator
Location
Sherwood, OR
Get directionsHistory
Regulatory History (1)
Regulatory
October 2017Other Business Activities
Douglas contributes analysis and investment articles to Seeking Alpha, a crowd-sourced financial website, since 2010. He joined Seeking Alpha's marketplace services in 2018, dedicating a few hours per week to writing articles.
Employment History
Current Registrations
Capital Income Management, LLC
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
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.