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Daniel Douglas

Empire Wealth Management, LLC
17 Years of Experience
Moseley, VA
2 Disclosures
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Daniel Douglas is a registered investment advisor at Empire Wealth Management, LLC, based in Moseley, VA, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 12 clients with $2.6M in assets under management.

Empire Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$213K average
Assets Under Management
$2.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.25% to 2.00% annually depending on account size and complexity, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5813 Red Setter Lane, Moseley, VA, 23120

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History

Regulatory History (2)
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Criminal
May 2008
Final Disposition
Criminal
October 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empire Wealth Management, LLC
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Metlife Securities INC.
December 2008 - September 2010 · 1 yr 9 mos
State Registrations1 state
VA
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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