Douglas Stella is a registered investment advisor at Clearbridge Investments, LLC, based in New York, NY, with 25 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 124,530 clients with $180B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Fee schedule is for All Cap Growth, All Cap Growth ESG and Growth strategies. Fees are subject to negotiation and may vary. Minimum account size is $5 million, which may be waived.
Fee Estimator
Location
One Madison Avenue, 18th Floor, New York, NY, 10010
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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 Activities
Douglas owns real estate rentals in Westminster, CO since 2020, dedicating minimal time to this activity. This activity does not occur during normal securities trading hours.
Employment History
Current Registrations
Clearbridge Investments, LLC
Franklin Distributors, LLC
Franklin Distributors, LLCBroker
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
Franklin Templeton Financial Services CORP.Broker
Franklin/templeton Distributors, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 states
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