Douglas Terry
Douglas Terry is a CFA-designated registered investment advisor at Alhambra Investment Management LLC, based in Centennial, CO, with 15 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $320M 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 | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are subject to negotiation. Fees for assets managed above $5 million are negotiable.
Fee Estimator
Location
Centennial, CO
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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 Activities
Douglas is an officer and 50% owner of ABT Holdings LLC, a holding company for partial ownership in Kansas Agri-Energy (EKAE). He spends minimal time on duties such as paying bills, taxes, and general treasurer activities.
Employment History
Current Registrations
Alhambra Investment Management LLC
Previous Registrations
Alhambra Investment Management LLC
State Registrations2 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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