Douglas Magnuson
Douglas Magnuson is a registered investment advisor at Four Points Advisors, LLC, based in New York, NY, with 26 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 81 clients with $37M 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 $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.
Fee Estimator
Location
99 Park Avenue, Floor 8, New York, NY, 10016
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2023Customer Dispute
April 2004Customer Dispute
January 2002Regulatory
August 1997Customer Dispute
June 1997Customer Dispute
November 1996Other Business Activities
Douglas works as a financial advisor at Four Points Advisors since August 2023. This activity is investment-related.
Employment History
Current Registrations
Four Points Advisors, LLC
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Dpec Capital, INC.Broker
Broadband Capital Management, LLCBroker
Dalton Kent Securities Group, INC.Broker
Geneva Capital CORP.Broker
Global Equities Group INCBroker
Sterling Foster & Company, INC.Broker
State Registrations22 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.