Douglas Cannon
Douglas Cannon is a CFA-designated registered investment advisor at Texas First Investment Management Company, based in Houston, TX, with 29 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.
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 | 2.00% |
| $500K - $2.0M | 1.50% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for very large accounts are negotiable. A minimum annual account fee of $6,000 may apply. There may be an account initiation fee of less than 1% for accounts under $500,000, but this fee may be waived.
Fee Estimator
Location
Houston, TX
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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 →Employment History
Current Registrations
Texas First Investment Management Company
Previous Registrations
Texas First Investment Management Company, LP
King Investment Advisors, INC.
State Registrations1 state
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