DV
CFP
DV
CFP
Douglas Vowels
23 Years of Experience
Nashville, TN
1 Disclosure
Douglas Vowels is a CFP-designated registered investment advisor at Advisory Services Network, based in Nashville, TN, with 23 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, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Nashville, TN
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Regulatory History (1)
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Customer Dispute
June 2015Denied
Employment History
Current Registrations
Advisory Services Network
December 2019 - Present · 6 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
March 2015 - December 2019 · 4 yrs 9 mos
MML Investors Services, LLCBroker
January 2015 - December 2019 · 4 yrs 11 mos
Nylife Securities LLCBroker
March 2002 - January 2015 · 12 yrs 10 mos
State Registrations3 states
NHTNTX
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.