Daniel Douglas
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 Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $2.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empire Wealth Management charges a percentage of your portfolio annually, ranging from 0.25% to 2%, depending on the size and complexity of your account. This fee is negotiable. The fee is calculated based on the average daily balance and billed quarterly in arrears. You can terminate the agreement with written notice and will be charged a pro-rated fee for services rendered.
Location
5813 Red Setter Lane, Moseley, VA, 23120
Get directionsHistory
Regulatory History (2)
Criminal
May 2008Criminal
October 2005Employment History
Current Registrations
Empire Wealth Management, LLC
Previous Registrations
Metlife Securities INC.
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.