G. Douglas Wealth Management provides investment management through SEI Investments Management Corp, ERISA plan services to retirement plans, and financial planning services. Financial planning includes estate, income, and multi-generational planning, as well as hourly consultations. Investment strategies are tailored to client goals, and clients can impose restrictions on investments. G. Douglas Wealth Management also has relationships with San Blas Securities and offers insurance products, creating potential conflicts of interest.
Assets Under Management$36M
Clients162
Advisors2
Avg. per Client$220K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee may be negotiable for US military personnel, those involved in Christian ministries, and family. Discount can range from 0.05% to 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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