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Brett Douglas
18 Years of Experience
East Peoria, IL
1 Disclosure
Brett Douglas is a registered investment advisor at Douglas Capital Management, LLC, based in East Peoria, IL, with 18 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 96 clients with $63M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
96 clients
Average Client Portfolio
$659K average
Assets Under Management
$63.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
DCM offers several types of investment accounts with different fee structures:
- Dynamic Asset Allocation Accounts and Tax Efficient Accounts: Fees range from 0.5% to 1.0% per year depending on the amount you invest.
- Focused Trading Accounts: 2.0% per year of the value of the account.
- Aggressive Trading Accounts: No annual management fee. Instead, DCM charges 20% of the net income earned in the account each quarter, subject to certain limitations.
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Location
East Peoria, IL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2021Settled
Employment History
Current Registrations
Douglas Capital Management, LLC
June 2007 - Present · 18 yrs 11 mos
State Registrations2 states
CAIL
Advisor
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.
Exams
No exam information available for this advisor.