Rebecca Purvis is a registered investment advisor at Doucet Asset Management, LLC, based in Maylene, AL, with 18 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% annually depending on the specific portfolio program selected. Fees are negotiable.
Fee Estimator
Location
Maylene, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca works as the Director of Operations for Doucet Asset Management, an RIA firm, since 2007. This role involves back office administration and takes nearly full-time hours.
Employment History
Current Registrations
Doucet Asset Management, LLC
Institutional Securities Corporation
Institutional Securities CorporationBroker
State Registrations3 states
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