Douglas Mentzer
Douglas Mentzer is a registered investment advisor at The Mentzer Group, LLC, based in Knoxville, TN, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 246 clients with $23M 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 $100K | 1.50% |
| $100K - $300K | 1.30% |
| $300K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable. The Mentzer Group also uses AE Wealth Management as a sub-advisor, which has its own fee structure.
Fee Estimator
Location
7632 Gleason Drive, Knoxville, TN, 37919
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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 is an independent life and health insurance agent, dedicating about 10-20% of his time to this activity. Douglas also serves on the Board of Directors for 4M Industrial Oxidation, spending minimal time per week in meetings.
Employment History
Current Registrations
The Mentzer Group, LLC
Previous Registrations
Brogan Financial, 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.