Douglas Ramsey is a CFP-designated registered investment advisor at Mariner Wealth, based in Columbus, OH, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
2074 Arlington Avenue, Columbus, OH, 43221
Get directionsHistory
Regulatory History (1)
Criminal
June 1989Other Business Activities
Douglas owns D. Ramsey Investments, LLC, though no business is conducted through it. He is also a Registered Representative and Investment Advisor Representative with MSEC, LLC and Mariner Wealth Advisors, respectively, dedicating full-time hours to these investment-related roles.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Transamerica Securities Sales CorporationBroker
Pacific Select Distributors, INC.Broker
Pruco Securities CorporationBroker
State Registrations33 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.