Ed Douglas offers financial planning advice to clients on topics like budgeting, debt management, insurance, estate planning, investments, and saving techniques. Ed Douglas also provides investment advice and can help manage client's investments by making recommendations, but does not hold securities or make purchases or sales. Ed Douglas tailors advisory services to the needs of each client.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. The fee can be as low as 0.15% based on the size of the account. For smaller accounts, the ongoing fee might be 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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