Douglas Spencer is a CFP-designated registered investment advisor at Ifrah Financial Services, INC., based in Little Rock, AR, with 28 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 598 clients with $490M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
For assets exceeding $10 million or under special circumstances, a negotiated fee arrangement may be used. In addition to the advisory fee, a program fee of 0.50% applies to accounts using Ifrah's models or custom management with exchange-traded funds and individual stocks.
17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223-5876
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Douglas owns Douglas J. Spencer CPA, PA, providing accounting and tax services, dedicating about 10-20% of his time. There is a potential conflict of interest if advisory clients also become clients of his CPA firm, but he will disclose that they are not required to use his firm.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.