Douglas Brown is a registered investment advisor at Wealthx Advisors, based in Scottsdale, AZ, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Cryptocurrency asset management fees are up to 2.00% annually.
Fee Estimator
Location
Scottsdale, AZ
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is a co-founder of Lionheart Wealth Consultants, LLC, a financial consulting business providing financial and insurance advice, spending a few hours per week. He also works as a sales consultant for Sandjos LLC, a junk removal business, dedicating minimal time to this role.
Employment History
Current Registrations
Wealthx Advisors
Previous Registrations
Wt Wealth Management, LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.Broker
Cavanal Hill Investment Management, INC.
Bosc, INC.
Bosc, INC.Broker
Ing Investment Management CO.
Ing Investments Distributor, LLCBroker
Ing Funds Distributor, LLCBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
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.