Douglas Brady is a registered investment advisor at Db Asset Management,llc., based in Sarasota, FL, with 12 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DB Asset Management's fee for managing your investments is a percentage of the value of your portfolio, ranging from 1.0% to 2.75% per year. The exact fee is negotiable and outlined in your Investment Advisory Agreement. Fees are calculated based on the market value of your account at the end of each quarter and are paid after the quarter ends.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas works as an independent contractor providing voice-over work for a limited number of days per year. He has been doing this for 10 years and it does not interfere with his advisory services.
Employment History
Current Registrations
Db Asset Management,llc.
State Registrations1 state
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.