Edward Douglas is a CFP-designated registered investment advisor at Ed Douglas, based in Chillicothe, MO, with 8 years of industry experience. Edward 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, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. The fee can be as low as 0.15% based on the size of the account. For smaller accounts, the ongoing fee might be 0.25% to 0.50%.
Fee Estimator
Location
Chillicothe, MO
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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
Edward is a director of Citizens Bancshares. This activity is not investment-related.
Employment History
Current Registrations
Ed Douglas
State Registrations1 state
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