Douglas Murrill
Douglas Murrill is a registered investment advisor at Redfish Capital, based in Cypress, TX, with 31 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 88 clients with $76M 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 $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable based on various criteria. Redfish also uses American Funds Service Company, which has a similar tiered fee structure. When using Sub-Advisors, the Client may pay additional fees depending on the Sub-Advisor, not to exceed an annual fee of 0.35%.
Fee Estimator
Location
17302 House & Hahl Road Suite 215, Cypress, TX, 77433
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Douglas is an insurance agent selling fixed insurance products through Redfish Insurance Services LLC, and co-owns Redfish Accounting and Tax, dedicating minimal time to each. He is also an officer of the Joe Murrill Family Foundation.
Employment History
Current Registrations
Redfish Capital
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Wfg Investments, INC.Broker
Wfg Advisors, LP
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.