Douglas Mathey is a PFS-designated registered investment advisor at Sikich Financial, based in Richfield, OH, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,164 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Schedule reflects the Advisor Managed Portfolios program and Charles Schwab accounts. The Wrap and Unified Managed Account programs have higher rates starting at 2.00%. Fees are negotiable.
Fee Estimator
Location
4020 Kinross Lakes Parkway, Richfield, OH, 44286
Get directionsHistory
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 a partner at Sikich LLC, an accounting and insurance firm, dedicating about a quarter of his time to it. He also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Sikich Financial
Previous Registrations
Bcg Wealth Advisors, 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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