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Neil Folger

29 Years of Experience
Washington, DC
1 DisclosureBroker

Neil Folger is a registered investment advisor at Folger Nolan Fleming Douglas Capital Management, INC., based in Washington, DC, with 29 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 484 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
484 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable and may be higher or lower than the standard schedule depending on the types of assets under management, the size of the account, relationships with other accounts, the extent of supplemental services to be provided to the account, and other factors.

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

910 15th Sreet Nw, Washington, DC, 20005

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History

Regulatory History (1)
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Regulatory
August 2007
Final
Other Business Activities

Neil is a director, executive vice president, and secretary of Folger Nolan Fleming Douglas Inc., and a senior vice president and investment adviser of Folger Nolan Fleming Douglas Capital Management Inc., dedicating minimal time and full-time hours, respectively. He is also vice-president of 725 15th Street Corporation, a family real estate business, spending minimal time on this activity.

Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
January 1997 - Present · 29 yrs 3 mos
Folger Nolan Fleming Douglas IncorporatedBroker
January 1997 - Present · 29 yrs 3 mos
Previous Registrations
Folger Nolan Fleming Douglas Capital Management, INC.
January 1998 - May 2006 · 8 yrs 4 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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.
Neil Folger - Financial Advisor | TrueAdvisor