Douglas Bentle
Douglas Bentle is a registered investment advisor at 2nd Half Capital, LLC, based in Alpharetta, GA, with 9 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Location
5755 North Point Parkway, Suite 282, Alpharetta, GA, 30022
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
Douglas is a managing member and insurance agent at LGAP, LLC, dedicating about half of his time to this role. He is also a co-owner/COO of Valet Haus, LLC, an e-shopping software company, but spends no time on this.
Employment History
Current Registrations
2nd Half Capital, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Geiger Wealth Management
Actify Investor Retirements, 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.