Douglass Investment Group (DIG) offers investment advice tailored to clients' needs and goals. DIG provides discretionary investment advisory services through managed account programs. DIG assists clients in determining the suitability of these programs. The firm's services include due diligence, recommending asset allocation strategies, and providing research on investment product options.
Assets Under Management$170M
Clients118
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be lower than the standard fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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