Douglas Coe is a CFP-designated registered investment advisor at Mariner Independent, based in Annapolis, MD, with 17 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
1906 Towne Centre Blvd, Suite 270, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is an equal owner with his wife in 930 Holdings, LLC for real estate rental and investment opportunities. He also offers investment advisory services through Mariner Platform Solutions as an advisor, dedicating full-time hours to this role.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Mutual Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.