Douglas Williams is a registered investment advisor at Retirement Planners of America, based in Houston, TX, with 18 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,827 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Planners of America manages investments through a wrap-fee program. The annual advisory fee is generally 1.30% of the value of your portfolio, including cash. Certain legacy clients may pay 1.25%. RPOA Direct clients pay 1.85%. This fee covers investment management and brokerage services. Accounts are also subject to an annual platform fee of 0.40%.
Location
757 North Eldridge Parkway, Two Eldgridge, Suite 1250, Houston, TX, 77079
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Regulatory History (1)
Customer Dispute
April 2016Employment History
Current Registrations
Retirement Planners of America
Previous Registrations
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State Registrations1 state
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.