Douglas Hayes
Douglas Hayes is a registered investment advisor at Legacy Investing & Wealth Management LLC, based in Upper Marlboro, MD, with 4 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $990K 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 $250K | 1.95% |
| $250K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees negotiable for accounts $5,000,000 and above.
Fee Estimator
Location
Upper Marlboro, MD
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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
Douglas is the owner and project manager of Legacy Development LLC, a real estate company involved in the purchase, renovation, and sale of residential properties. He dedicates approximately 60 hours per month to this activity.
Employment History
Current Registrations
Legacy Investing & Wealth Management LLC
State Registrations1 state
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