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Douglas Ferrell

7 Years of Experience
Murray, UT
Sells Insurance

Douglas Ferrell is a registered investment advisor at Teton Wealth Group LLC, based in Murray, UT, with 7 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
786 clients
Average Client Portfolio
$211K average
Assets Under Management
$165.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Teton does offer discounts to select friends, employees, and family.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

764 E Winchester St. #100, Murray, UT, 84107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Douglas is a managing member of D & M Financial, LLC, used for bookkeeping, payroll, and tax organization, dedicating minimal time. He is also an owner/investor in Nubody Nutrition, LLC, receiving compensation from sales of nutrition products, and is a licensed insurance agent, spending minimal time on this.

Employment History
Current Registrations
Teton Wealth Group LLC
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Sowell Management
April 2019 - May 2024 · 5 yrs 1 mo
Ae Wealth Management, LLC
July 2018 - April 2019 · 9 mos
State Registrations5 states
AZCAIDNVUT
Advisor

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
No exam information available for this advisor.