Douglas Bagwell is a registered investment advisor at Db Advisors, based in Springfield, MO, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 136 clients with $45M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
136 clients
Average Client Portfolio
$334K average
Assets Under Management
$45.4M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
DB Advisors offers several investment management options:
- Wealth Management Accounts: DBA manages investments based on your financial situation and goals. General wealth management and financial planning are included. Fees are either flat rate or tiered rate based on household net asset value.
- Private Client Retainer Accounts: Similar to Wealth Management Accounts, but you pay a fixed retainer amount based on your total household net asset value, potentially resulting in a lower annual investment management fee.
- Third Party Platform (dBFolios©): DBA allocates assets into predetermined model portfolios of ETFs, ETNs, closed-end funds, and open-end mutual funds. This program does not provide ongoing financial advice.
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Location
2200 E. Sunshine St., Suite 324, Springfield, MO, 65804
Get directionsHistory
Regulatory History (2)
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Regulatory
October 2016Final
Regulatory
July 2005Final
Employment History
Current Registrations
Db Advisors
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Waddell & Reed, INC.Broker
August 2000 - December 2001 · 1 yr 4 mos
State Registrations2 states
MONE
Advisor
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
No exam information available for this advisor.