Geoffrey Dougall is a PFS-designated registered investment advisor at Wealth Advisors Nw, based in Portland, OR, with 13 years of industry experience. Geoffrey 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, Real Estate Investing, and 2 more. Their firm serves 304 clients with $350M 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 $600K | 1.00% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Clients under the $600,000 account minimum pay an annual flat fee of $6,000 which includes financial planning. Fees may be negotiated or waived at the firm's discretion.
Fee Estimator
Location
9400 SW Barnes Rd., Suite 309, Portland, OR, 97225
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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
Geoffrey owns a portion of a CPA practice, Dougall Conradie LLC, where he spends most of his time. He also has ownership stakes in several LLCs that own rental properties and a holding company for family investments, dedicating a small portion of his time to these ventures.
Employment History
Current Registrations
Wealth Advisors Nw
Previous Registrations
Roi Financial
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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