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, Investment Management, Retirement Planning, Tax Planning. 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 | Included |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
For portfolios under $600,000, there is a flat annual fee of $6,000.
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
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