Douglas Marcello is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Wellington, FL, with 12 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Contact
Douglas Marcello
Location
9316 Forest Hill Blvd, Wellington, FL, 33411-6577
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Regulatory History (1)
Customer Dispute
July 2022Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward Jones
Core Wealth Management, INC.
Edward Jones
Edward JonesBroker
State Registrations8 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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