Douglas Terry is a CFA-designated registered investment advisor at Alhambra Investment Management LLC, based in Englewood, CO, with 14 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 208 clients with $280M 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% |
Fees negotiable for assets managed above $5 million.
Fee Estimator
Location
Englewood, 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
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