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Douglas Sivco
16 Years of Experience
Orleans, MA
1 Disclosure
Douglas Sivco is a registered investment advisor at Mcintyre, Freedman & Flynn Investment Advisers, INC., based in Orleans, MA, with 16 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, Retirement Planning. Their firm serves 69 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
69 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$148.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4 Main Street, Orleans, MA, 02653
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2013Final
Employment History
Current Registrations
Mcintyre, Freedman & Flynn Investment Advisers, INC.
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
Bankboston Investor Services, INC.Broker
December 1998 - March 1999 · 3 mos
Dean Witter Reynolds INC.Broker
April 1994 - December 1998 · 4 yrs 8 mos
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.