Douglas George Andrey offers investment advisory services to individuals. He works with clients to understand their investment goals, risk tolerance, and financial situation to create a suitable portfolio strategy. He primarily invests in stocks, exchange-traded funds, and bonds. Douglas George Andrey acts as a fiduciary, upholding a duty of loyalty and good faith towards clients.
Assets Under Management$1.5M
Clients2
Advisors1
Avg. per Client$750K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Douglas George Andrey charges a monthly account fee:
- $500 for accounts under $1.25M
- $750 for accounts greater than $1.25M when the agreement is signed.
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