DJ
DJ

Douglas Johnston

19 Years of Experience
Port Washington, NY

Douglas Johnston is a registered investment advisor at Blank Equity Management LLC, based in Port Washington, NY, with 19 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 170 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
170 clients
Average Client Portfolio
$841K average
Assets Under Management
$143.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1M+1.00%

Fees are negotiable.

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

14 Vanderventer Ave, Suite 200, Port Washington, NY, 11050

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Douglas teaches an undergraduate economics course at Nassau Community College since 2017. This activity is not investment-related.

Employment History
Current Registrations
Blank Equity Management LLC
April 2022 - Present · 4 yrs
Previous Registrations
Morgan Stanley
March 2016 - May 2017 · 1 yr 2 mos
Morgan StanleyBroker
February 2016 - May 2017 · 1 yr 3 mos
Irc Securities LLCBroker
May 2014 - August 2014 · 3 mos
Canaccord Adams INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
Salomon Smith Barney INC.Broker
May 1993 - September 2002 · 9 yrs 4 mos
Asiel & CO.Broker
March 1990 - April 1993 · 3 yrs 1 mo
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.