Douglas Nachman is a registered investment advisor at Smith Moore & CO., based in Chesterfield, MO, with 39 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
16305 Swingley Ridge Rd., Suite 130, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas hosts a talk show radio program and is a general partner in Nachman Family Investments LP. He also owns rental property and a thoroughbred racehorse, dedicating minimal time to the latter.
Employment History
Current Registrations
Smith Moore & CO.
Smith, Moore & CO.Broker
Previous Registrations
Westport Financial Group, INC.Broker
Newhard, Cook & CO. IncorporatedBroker
State Registrations26 states
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