Douglas Woods is a registered investment advisor at Healthview Asset Management, INC., based in Pittsburgh, PA, with 28 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, Retirement Planning. Their firm serves 180 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HVAM charges a percentage of the value of your portfolio, or a fixed fee. The exact percentage ranges from 0.10% to 2.50% and is determined by factors such as the amount you invest, the complexity of the service, and the types of services you need. Sub-advisor fees range from 0.25% to 0.50% and are in addition to HVAM's fees. The combined fees will not exceed 3%.
Location
219 N Main Street, Pittsburgh, PA, 15215
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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.
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Douglas works as a scorekeeper at Duquesne University for men's and women's basketball games, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Healthview Asset Management, INC.
Previous Registrations
Advisory Group Equity Services LTD.Broker
American Municipal Securities, INC.Broker
PNC Capital Markets, INC.Broker
Gilford Securities IncorporatedBroker
Moors & Cabot, INC.Broker
PNC Brokerage CORPBroker
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.