Douglas Tengdin is a CFA-designated registered investment advisor at World Market Advisors, based in Hanover, NH, with 6 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 60 clients with $55M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.25% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Hanover, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
World Market Advisors
State Registrations6 states
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