Douglas Maria LLC

Fee-Only (% of Portfolio)

Douglas Maria LLC is an independent registered investment advisor founded in 2025 and based in Austin, Texas. The firm provides portfolio management services with full authority to buy and sell investments on behalf of clients. Douglas Maria tailors its investment strategies to match each client's specific financial goals, risk tolerance, and time horizon, utilizing fundamental analysis to evaluate companies and choose investments. The firm primarily serves individual investors, high net worth individuals, and various institutional clients. Charles Schwab & Co. is used to hold client assets and execute trades.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Douglas Maria LLC - Fees, AUM & Advisors | TrueAdvisor