Douglas Guernsey
Douglas Guernsey is a registered investment advisor at Guernsey Financial, LLC, based in Pensacola, FL, with 28 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 205 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money receives a maximum annual fee rate of 0.50% on each Fund’s average daily net assets as described in the prospectus.
Fee Estimator
Location
6704 Plantation Rd Suite A, Pensacola, FL, 32504
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
February 2009Other Business Activities
Douglas operates under the DBA Guernsey & Associates, dedicating full-time hours to this investment-related activity. He also serves as an officer (VP) for Plantation Road Town Office Owners Association Inc, spending minimal time per month.
Employment History
Current Registrations
Guernsey Financial, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations4 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.