Douglas Jordan is a registered investment advisor at Opcrest Investment Management, LLC, based in Dallas, TX, with 14 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $10M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for amounts above $2,000,000. Qualified clients may have performance-based fees instead.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas provides real estate consulting services and serves as executor of estates. These activities require a few hours per week.
Employment History
Current Registrations
Opcrest Investment Management, LLC
State Registrations1 state
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