Douglas Coppola is a registered investment advisor at Crown Wealth Group LLC, based in Pittsboro, NC, with 22 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 248 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crown Wealth Group charges an annual fee based on the value of your portfolio, ranging from 0.85% to 1.70%. The exact fee is negotiable and will be specified in your advisory agreement.
Location
Pittsboro, NC
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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.
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Douglas owns 50% of a summer rental property in Hatteras, NC, dedicating minimal time per week. He also provides investment consulting services to a Swiss company, spending minimal time per month on this activity.
Employment History
Current Registrations
Crown Wealth Group LLC
Previous Registrations
Client First Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Citigroup Global Markets INC.
State Registrations1 state
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.