Douglas Walters is a registered investment advisor at &partners, based in Jupiter, FL, with 30 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
500 University Blvd. Suite 202, Jupiter, FL, 33458
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2001Customer Dispute
December 2000Customer Dispute
September 2000Customer Dispute
July 2000Other Business Activities
Douglas owns multiple businesses, including Tres Amigos CR Ventures LLC, Dos Amigos CR Ventures LLC, East Coast Tire Biz, and several West Coast Oil Biz locations. He also holds power of attorney for his mother, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
&partnersBroker
&partners
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Raymond James & Associates, INC.Broker
Barber & Bronson IncorporatedBroker
State Registrations34 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.