DM
CFP
DM
CFP

Douglas Mansager

13 Years of Experience
Fairlawn, OH

Douglas Mansager is a CFP-designated registered investment advisor at Lindahl & Mansager INC, based in Fairlawn, OH, with 13 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, Tax Planning. Their firm serves 281 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
281 clients
Average Client Portfolio
$760K average
Assets Under Management
$213.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Fees are charged at a flat annualized rate of 0.25%, payable quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3075 Smith Road, Suite 103, Fairlawn, OH, 44333

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lindahl & Mansager INC
June 2012 - Present · 14 yrs 4 mos
State Registrations1 state
OH
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.
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