Douglas Anderson III is a registered investment advisor in Texas. He provides investment supervisory services and advice tailored to each client's financial objectives, risk tolerance, and personal circumstances. He works with clients to create an investment plan and portfolio. Clients maintain control of their assets, which are held at a custodian of their choice. Douglas Anderson III also works with clients' accountants and attorneys to discuss estate planning and tax efficiency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. Alternatively, fees can be based on 10% of the investment return of the portfolio assets, paid in arrears. In the event that investment return of the assets under management is in excess of 30%, the fee to the advisor would be in excess of 3%.