Douglas Kinsey is a CFP-designated registered investment advisor at Artifex Financial Group, LLC, based in Oakwood, OH, with 22 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 299 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fee Estimator
Location
2305 Far Hills Avenue, Suite 206, Oakwood, OH, 45419
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Regulatory History
No 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 →Employment History
Current Registrations
Artifex Financial Group, LLC
Previous Registrations
Artifex Financial Group, LLC
Fifth Third Securities, INC.
Morgan Stanley
State Registrations1 state
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