Douglas Weide is a CFP-designated registered investment advisor at Valiant Wealth, LLC, based in West Des Moines, IA, with 27 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 187 clients with $380M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable above $5,000,000.
Fee Estimator
Location
3408 Woodland Ave, Suite 204, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (10)
Customer Dispute
September 2011Customer Dispute
October 2009Customer Dispute
August 2009Customer Dispute
February 2009Customer Dispute
February 2009Customer Dispute
January 2009Customer Dispute
January 2009Customer Dispute
January 2008Customer Dispute
March 2007Customer Dispute
December 2000Other Business Activities
Douglas is a partner in 2 Fish, 5 Loaves, LLC, a fish farm, since 2014. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Valiant Wealth, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
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.