Douglas Gill is a CFP-designated registered investment advisor at Castleview Partners, LLC, based in Dallas, TX, with 34 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 495 clients with $330M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
4851 Lbj Freeway, Suite 850, Dallas, TX, 75244
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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 →Other Business ActivitiesSells Insurance
Douglas is the CEO/CCO of Castleview Partners, LLC, an SEC Registered Investment Advisor, spending most of his time there. He is also President/Sole Shareholder of Gill Capital Management, Inc., a holding company, and an independent insurance agent, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Castleview Partners, LLC
Previous Registrations
Kovack Securities INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Argentus Advisors, LLC
Summit Advisor Solutions
Gill Capital Management INC
Argentus Securities, LLCBroker
The (wilson) Williams Financial GroupBroker
Sws Financial ServicesBroker
Reed Securities Company, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.