Douglas Perkins is a registered investment advisor at Divergence Capital Management, based in Greenwich, CT, with 29 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 11 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee is 1.25% for Capital Appreciation, 0.75% for Growth and Income, and 0.50% for Income. Fees may be negotiable.
Fee Estimator
Location
Greenwich, CT
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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 →Employment History
Current Registrations
Divergence Capital Management
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Old City Securities LLCBroker
March Capital CORP.Broker
Indian Harbor, LLCBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Morgan Stanley & CO., IncorporatedBroker
Dean Witter Reynolds INC.Broker
Ust Financial Services CORP.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.