Richard Dougall is a CFP-designated registered investment advisor at Encompass Financial Planning, based in West Linn, OR, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 74 clients with $30M 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 $100K | 1.25% |
| $100K - $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $750K | 0.95% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are generally not negotiable but EFP reserves the right to waive or discount fees at its discretion.
Fee Estimator
Location
1800 Blankenship Rd, Suite #200, West Linn, OR, 97068
Get directionsHistory
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 →Employment History
Current Registrations
Encompass Financial Planning
Previous Registrations
Northwest Wealth Advisors, INC
World Equity Group, INC.
Lincoln Financial Securities Corporation
Wealth Planning and Management
Beneficial Investment Services, INC.
State Registrations3 states
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.