Kelvin Douglas is a registered investment advisor at Dmk Advisor Group, INC., based in McMinnville, TN, with 22 years of industry experience. Kelvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
811 Faulkner Springs Rd, McMinnville, TN, 37110
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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 ActivitiesSells Insurance
Kelvin is the Vice President of Douglas & Lanier Agency Inc., which provides various insurance products, taking about half of his time. He also spends minimal time as a member of D&L Holding LLC (real estate landlord) and a shareholder/investment professional at DMK Advisor Group Inc.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Compass Financial Management LLC
Dmk Advisor Group, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
The Leaders Group, INC.Broker
Securities Management & Research, INC.Broker
State Registrations4 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.