Douglas Isenberg is a registered investment advisor at Neuse River Capital, LLC, based in Wilmington, NC, with 18 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $15M 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 | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Wilmington, NC
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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 →Employment History
Current Registrations
Neuse River Capital, LLC
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.
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.