Douglas Huddleston is a CFP-designated registered investment advisor at Apella Wealth, based in Topsfield, MA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,503 clients with $11B 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 | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Location
10 South Main Street, Suite 104, Topsfield, MA, 01983
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Regulatory History (1)
Regulatory
May 2015Employment History
Current Registrations
Apella Wealth
Previous Registrations
Barker Financial Group, INC.
State Registrations3 states
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
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