Douglas Custer
Douglas Custer is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Lynnwood, WA, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
20700 44th Ave West, Suite 500, Lynnwood, WA, 98036
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Douglas is an advisory board member for the Northwest Symphony Orchestra, advising on planned giving and fundraising. He is also a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation, advising on planned gifts; both activities require minimal time.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Viridian RIA, LLC
Private Client Services, LLCBroker
Appropriate Balance Financial Services INC
Pacific West Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wheat, First Securities, INC.Broker
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.