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Douglas Myers

Myers Asset Management LLC
26 Years of Experience
Whiteland, IN
3 Disclosures
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Douglas Myers is a registered investment advisor at Myers Asset Management LLC, based in Whiteland, IN, 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 High Net Worth, Investment Management. Their firm serves 28 clients with $19M in assets under management.

Myers Asset Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$677K average
Assets Under Management
$18.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2M+0.75%

Fees are negotiable.

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

Location

Whiteland, IN

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Denied
Customer Dispute
December 2007
Denied
Employment Separation After Allegations
March 2000
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Myers Asset Management LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Waycross Partners, LLC
June 2019 - August 2023 · 4 yrs 2 mos
Ameriprise Financial Services, INC.
March 2012 - April 2019 · 7 yrs 1 mo
Ameriprise Financial Services, INC.Broker
March 2012 - April 2019 · 7 yrs 1 mo
Fifth Third Securities, INC.Broker
February 2008 - April 2012 · 4 yrs 2 mos
Fifth Third Securities, INC.
February 2008 - April 2012 · 4 yrs 2 mos
Chase Investment Services CORP.Broker
July 2005 - February 2008 · 2 yrs 7 mos
Chase Investment Services CORP.
July 2005 - February 2008 · 2 yrs 7 mos
Banc One Securities Corporation
November 2003 - July 2005 · 1 yr 8 mos
Banc One Securities CorporationBroker
November 2003 - July 2005 · 1 yr 8 mos
Touchstone Securities, INC.Broker
September 2002 - June 2003 · 9 mos
Invesco Services, INC.Broker
May 2001 - October 2002 · 1 yr 5 mos
Ascend Financial Services, INC.Broker
November 1999 - April 2000 · 5 mos
AXA Advisors, LLCBroker
December 1997 - November 1999 · 1 yr 11 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1997 - November 1999 · 1 yr 11 mos
Wheat, First Securities, INC.Broker
August 1997 - December 1997 · 4 mos
State Registrations1 state
IN
Advisor

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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