Douglas English is a CFP-designated registered investment advisor at Act Advisors, based in Asheville, NC, 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 409 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACT Advisors charges an annual investment management fee based on a percentage of the assets they manage. This fee is negotiable and paid quarterly in advance. If you also engage ACT Advisors for financial planning and/or consulting services, they will generally charge an additional $500 monthly in advance for a minimum of 24 months, which is also negotiable. For the passive strategy, clients are charged an additional 0.2% annual fee, but the combined annual fee will not exceed 2%.
Contact
Douglas English
Location
521 College Street, Asheville, NC, 28801
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Douglas operates several DBAs for his LPL business, including Doug English CFP, Scientific Investors, and Carolinas Retirement Specialists. He is also an investment advisor representative (IAR) through ACT Advisors LLC, spending about 10-20% of his time on this activity, and owns Asheville Executive Suites, a real estate rental business, dedicating minimal time.
Employment History
Current Registrations
Act Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations6 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.
Exams
Additional Information
As the captivating host of the credit union-focused podcast, “C.U. on the Show,” Doug shares specialized insights from experts and thought leaders in the industry. By featuring these discussions and interviews, he equips credit union leaders with the knowledge and tools they need to lead boldly. Additionally, Doug is a featured expert on National Public Radio, sharing his insights several times a year.