Douglas Moon is a CFA-designated registered investment advisor at O.F.O. Partners, LLC, based in Hingham, MA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $53M 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 $10.0M | 0.88% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.34% |
| $50M+ | 0.23% |
Fees may be negotiable. Total blended fee, including O.F.O. Partners' fee and the Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
18 Shipyard Drive, Suite 3D, Hingham, MA, 02043
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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 is a volunteer member of the investment committee for The South Shore Chamber of Commerce since 2010. He dedicates minimal time to quarterly meetings and preparation.
Employment History
Current Registrations
O.F.O. Partners, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 states
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