Douglas Yoakley
Douglas Yoakley is a registered investment advisor at Pya Waltman Capital, LLC, based in Knoxville, TN, with 7 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 424 clients with $1B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 0.80% |
Fees are negotiable. Financial planning services may be included with investment advisory services.
Fee Estimator
Location
1402 Ebenezer Road, Knoxville, TN, 37922
Get directionsHistory
Regulatory History (1)
Financial
February 2023Other Business ActivitiesSells Insurance
Douglas is involved in several outside business activities, including life insurance sales through Oak Springs Solutions, LLC, and tax planning/consulting as a CPA. He also serves as a director for Mountain Commerce Bankshares, BioPet Vet Labs, Inc., and EDP Corporation, and holds membership positions in several LLCs.
Employment History
Current Registrations
Pya Waltman Capital, 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.