Douglas Moe
Douglas Moe is a registered investment advisor at Teamwork Financial Advisors, LLC, based in New Braunfels, TX, with 19 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,485 clients with $1B 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 $250K | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts over $10,000,000. Accounts managed by Michael Srulowitz have a separate schedule starting at 1.20% for the first $250,000. Utilizing the ZEGA sub-advisor may add an additional fee of up to 0.25% annually.
Fee Estimator
Location
200 N. Seguin, Ste. 9, New Braunfels, TX, 78130
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 practices law for Moe & Lytton, spending a few hours per week. He also sells insurance products, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Teamwork Financial Advisors, LLC
Previous Registrations
Questar Asset Management, INC.
Next Financial Group, INC.
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.
Exams
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