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Douglas Eickerman

16 Years of Experience
Bellevue, WA

Douglas Eickerman is a registered investment advisor at Kairos Capital Management, LLC, based in Bellevue, WA, with 16 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 84 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
84 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$105.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K0.80%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.60%
$5M+0.40%

Investment advisory fees are negotiable at Kairos Capital Management's sole discretion. All clients do not pay the same fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

365 118th Ave SE, #118, Bellevue, WA, 98005

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Douglas is a co-managing member of Kairos Real Estate Holdings, LLC, an entity formed to purchase the office location of Kairos Capital Management, LLC. He dedicates minimal time per month to general CFO duties.

Employment History
Current Registrations
Kairos Capital Management, LLC
June 2009 - Present · 16 yrs 11 mos
State Registrations2 states
TXWA
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.
Douglas Eickerman - Financial Advisor | TrueAdvisor