DW
CFP
DW
CFP

Douglas Warzinski

11 Years of Experience

Douglas Warzinski is a CFP-designated registered investment advisor at Carnegie Investment Counsel, based in Canonsburg, PA, with 11 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,159 clients with $6.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,159 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K+1.50%

Fees are negotiable. Some clients are charged a flat fee per quarter or a progressive fee. Carnegie has some "grandfathered" fee schedules due to mergers and acquisitions.

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

1500 Ashwood Drive, Suite 1504, Canonsburg, PA, 15317

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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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Employment History
Current Registrations
Carnegie Investment Counsel
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
PNC InvestmentsBroker
July 2018 - June 2021 · 2 yrs 11 mos
PNC Investments
May 2018 - June 2021 · 3 yrs 1 mo
Copeland Equities, INC.Broker
October 1995 - January 1999 · 3 yrs 3 mos
State Registrations1 state
PA
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.