Douglas Mccallum is a registered investment advisor at Frg Family Wealth Advisors, based in Bellevue, WA, with 36 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 270 clients with $740M 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 | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable. FRG may charge an annual fixed fee for portfolio management services, ranging from $10,000 to $75,000.
Fee Estimator
Location
10900 NE 8th Street, Suite 1600, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is a broker of life and health insurance products and services through New York Life, dedicating minimal time to oversight. He also works as a financial planner and advisor with Financial Resource Group full-time.
Employment History
Current Registrations
Frg Family Wealth Advisors
Previous Registrations
Royal Alliance Associates, INC.
Financial Resources Group
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.