| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for assets over $2,000,000.
571 Monon Blvd, Suite 400, Carmel, IN, 46032
Get directionsNo 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 →Douglas is on the board of directors for Aspire Indiana and the Indiana Chamber of Commerce. He also serves as treasurer and board member for Indiana Nitro Baseball.