Douglas Black is a registered investment advisor at Springreef LLC, based in Chatham, NJ, with 23 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Hourly consulting — $950 per hour for lead consultants and $350 per hour for supporting staff, depending on engagement complexity
- Fixed annual fee — Available for long-term, ongoing engagements where SpringReef monitors a client's financial advisor relationship
- Project-based consulting — Customized one-time fees for evaluating existing financial advisors or searching for new wealth managers
One-Time Plan:From $10,000
Hourly Rate:$350 - $950/hr
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Location
Chatham, NJ
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Springreef LLC
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
June 2002 - April 2010 · 7 yrs 10 mos
State Registrations10 states
CADCFLLAMDNJNVNYTXVA
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.
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