Douglas Soons is a registered investment advisor at Revolution Capital, INC, based in Salem, MA, 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 Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 72 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable.
Fee Estimator
Location
Salem, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas owns 50% of Sanderling Expat Advisors, SAS, a financial advisory business for Americans living in France. He dedicates about half of his time to this business, which provides financial planning and advice.
Employment History
Current Registrations
Revolution Capital, INC
State Registrations1 state
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