Douglas Greene
Douglas Greene is a PFS-designated registered investment advisor at Greene & Company Financial Services LLC, based in Moultonborough, NH, 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 Investment Management. Their firm serves 69 clients with $8.8M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees are negotiable. In no circumstances will the annual fee exceed 2%.
Fee Estimator
Location
Moultonborough, NH
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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 the owner of Greene & Company, PC, a certified public accountant firm, since 1982. He dedicates full-time hours to tax planning and preparation, and accounting assistance for his clients.
Employment History
Current Registrations
Greene & Company Financial Services LLC
Previous Registrations
Greene & Company Financial Services LLC
Greene & Company Financial Services LLC
Cambridge Investment Reserarch, INC.
State Registrations2 states
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