Douglas Capital Management is an independent investment advisory firm managing investment portfolios for both institutional and individual investors. The firm offers financial planning services and manages investments in individual equity and debt securities, exchange-traded funds (ETFs), and mutual funds. Investments may also include insurance-based vehicles like annuities. Douglas Capital Management acts as a fiduciary, making investment decisions within client-defined guidelines.
Fee Structure
Douglas Capital Management charges an annual fee for investment management, calculated as a percentage of the portfolio's market value. This fee is negotiable and paid quarterly in advance. The percentage may decrease as the portfolio size increases. Clients may also incur custodial fees, mutual fund fees, and brokerage costs.