Douglas Berti is a CFP-designated registered investment advisor at Texas Assured Financial Planning LLC, based in Houston, TX, with 3 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, Insurance Planning, and 3 more. Their firm serves 2 clients with $400K 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The monthly fee will not exceed $1,000.
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Texas Assured Financial Planning LLC
Previous Registrations
Ernst & Young Investment Advisers LLP
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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