Douglas Fisher
Douglas Fisher is a registered investment advisor at Fiduciary Financial Advisors, based in Grand Rapids, MI, 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 Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
124 Fulton St. East, Suite 200, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Douglas is an independent insurance agent (life, annuity, and health) and may recommend these services to clients. He attempts to mitigate conflicts of interest by placing the client's interests first and informing them that they are not obligated to purchase insurance through him.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
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.