Douglas Thorpe
Douglas Thorpe is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Canfield, OH, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
6575 Seville Drive, Canfield, OH, 44406
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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 part owner of RKD LLC, spends minimal time on it, and is a board member for the Salvation Army. He also participates in community service with the Boardman Rotary Club and owns RKD Real Estate LLC for condo rentals.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Butler, Wick & CO., INC.
Butler, Wick & CO., INC.Broker
State Registrations21 states
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