Douglas Magers is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 25 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
Compensation
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FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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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.
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Douglas operates Magers Investments as a shell account for tax purposes and is the owner of Magers Investments (Retail Furniture and Electronics). He is also an investment advisor representative (IAR) through Fourth Dimension Wealth LLC, spending nearly full-time on this activity, and owns 4D Yacht Charters, spending a few hours per week on it.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
The Huntington Investment Company
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations36 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.