Douglas Mccoy is a registered investment advisor at Montchanin Asset Management, LLC, based in Montchanin, DE, with 8 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 64 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fees are negotiable depending on the source and size of the account.
Fee Estimator
Location
10 West Rockland Road, Montchanin, DE, 19710
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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 Activities
Douglas is a VP/Limited Partner at Across The Tracks, Inc., overseeing the leasing/management of office/retail space. He spends minimal time on this business during non-trading hours.
Employment History
Current Registrations
Montchanin Asset Management, LLC
Previous Registrations
Bell Rock Capital, LLC
Montchanin Asset Management, LLC
State Registrations1 state
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