Douglas Anderson
Douglas Anderson is a CFP-designated registered investment advisor at Life Strategies, INC., based in Cardiff, CA, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 115 clients with $120M 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 | 1.45% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.65% |
Fees are based on the average daily balance throughout the billing period and are billed quarterly in arrears.
Fee Estimator
Location
2533 S Coast Hwy 101, Ste. 280, Cardiff, CA, 92007
Get directionsHistory
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 ActivitiesSells Insurance
Douglas sells life insurance through Life Strategies, Inc. since 2009. This takes about a quarter of his time and is done in conjunction with financial planning services.
Employment History
Current Registrations
Life Strategies, INC.
Previous Registrations
Granite Securities, LLC
State Registrations1 state
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
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