Howard Douglas
Howard Douglas is a CFP-designated registered investment advisor at Douglas Capital Advisors, based in Manor, TX, with 8 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
19812 Ann Richards Ave, Manor, TX, 78653
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
Howard is an independent life and health insurance agent since 2021, selling various insurance and annuity products, dedicating a few hours per week. He also engages in retail sales of health, beauty, and wellness products and services through Naturally Boundless, also dedicating a few hours per week.
Employment History
Current Registrations
Douglas Capital Advisors
Previous Registrations
Douglas Capital Advisors
MML Investors Services, LLCBroker
MML Investors Services, LLC
Morgan Stanley
Morgan StanleyBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Waddell & Reed
Waddell & ReedBroker
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.