Douglas Packard is a registered investment advisor at Dennis Glynn, CPA, based in Rocky Hill, CT, with 16 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 95 clients with $44M 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 $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K+ | 0.60% |
For clients with assets under $40,000, the annual fee is the greater of 1% of assets or $300. Current client relationships may exist where the fees schedule is slightly lower than the fee schedule above.
Fee Estimator
Location
2080 Silas Deane Highway, Suite 304, Rocky Hill, CT, 06067
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Douglas performs income tax preparation and general accounting work for Dennis Glynn & Co. CPAs, and officiates sports, dedicating a few hours per week during each sports season.
Employment History
Current Registrations
Dennis Glynn, CPA
Previous Registrations
Primevest Financial Services, INC.
MML Investors Services, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.