Douglas Marion
Douglas Marion is a registered investment advisor at Everstar Asset Management, LLC, based in Cornelius, NC, with 9 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, High Net Worth, Investment Management, and 1 more. Their firm serves 1,091 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Cornelius, NC
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is an independent insurance agent for various independent insurance companies, dedicating a significant portion of his time during trading hours. He also owns and partners with Fruitful Roots Brewing, LLC and Aspiration Adventures, LLC, but devotes no time to these ventures during trading hours.
Employment History
Current Registrations
Everstar Asset Management, LLC
Previous Registrations
Alphastar Capital Management, LLC
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.