Douglas Bagwell & Co. (DB Advisors) provides investment management and financial planning services to individuals, high-net-worth individuals, and institutions. They manage accounts on a discretionary or non-discretionary basis, tailoring portfolios to client needs. Services include designing portfolios, managing accounts, and utilizing third-party research. They also offer general business consulting and may recommend insurance products. Account values of family members may be combined to reduce advisory fees.
Assets Under Management$45M
Clients136
Advisors4
Avg. per Client$330K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
DB Advisors offers several investment management options:
- Wealth Management Accounts: DBA manages investments based on your financial situation and goals. General wealth management and financial planning are included. Fees are either flat rate or tiered rate based on household net asset value.
- Private Client Retainer Accounts: Similar to Wealth Management Accounts, but you pay a fixed retainer amount based on your total household net asset value, potentially resulting in a lower annual investment management fee.
- Third Party Platform (dBFolios©): DBA allocates assets into predetermined model portfolios of ETFs, ETNs, closed-end funds, and open-end mutual funds. This program does not provide ongoing financial advice.
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