Douglas Brinker
Douglas Brinker is a registered investment advisor at Brinker Asset Management, based in Tetonia, ID, with 20 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. BAM may also offer a performance-based fee arrangement: 1% of assets annually, plus 20% of quarterly net equity increase for qualified clients.
Fee Estimator
Location
Tetonia, ID
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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 ActivitiesSells Insurance
Douglas works as an insurance broker-agent on a contract basis for Industrial Risk & Insurance Services, Inc. since 1993. He spends a few hours per week on this activity, organizing and delivering proposals to possible clients.
Employment History
Current Registrations
Brinker Asset Management
State Registrations2 states
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.