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Neil Folger

Folger Nolan Fleming Douglas Capital Management, INC.
29 Years of Experience
Washington, DC
1 DisclosureBroker
View SEC Summary
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Neil Folger is a registered investment advisor at Folger Nolan Fleming Douglas Capital Management, INC., based in Washington, DC, with 29 years of industry experience. Neil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 488 clients with $1.2B in assets under management.

Folger Nolan Fleming Douglas Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
488 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable based on asset types, account size, and other business relationships.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

910 15th Sreet Nw, Washington, DC, 20005

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History

Regulatory History (1)
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Regulatory
August 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Neil is a director, executive vice president, and secretary of Folger Nolan Fleming Douglas Inc., and a senior vice president and investment adviser of Folger Nolan Fleming Douglas Capital Management Inc., dedicating minimal time and full-time hours, respectively. He is also vice-president of 725 15th Street Corporation, a family real estate business, spending minimal time on this activity.

Employment History
Current Registrations
Folger Nolan Fleming Douglas Capital Management, INC.
May 2006 - Present · 20 yrs 5 mos
Folger Nolan Fleming Douglas Incorporated
January 1997 - Present · 29 yrs 9 mos
Folger Nolan Fleming Douglas IncorporatedBroker
January 1997 - Present · 29 yrs 9 mos
Previous Registrations
Folger Nolan Fleming Douglas Capital Management, INC.
January 1998 - May 2006 · 8 yrs 4 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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