Douglas Claycomb
Douglas Claycomb is a registered investment advisor at Private Client Services, LLC, based in Oklahoma City, OK, with 20 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
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 →Other Business ActivitiesSells Insurance
Douglas is a portfolio manager for Plan Group Financial, sub-advising for Baker Asset Management RIA, and CEO of Plan Group Financial, dedicating nearly full-time hours to these roles. He also acts as a consultant for Strawberry Fields, owns rental properties, is a registered representative for Private Client Services, and is involved with First Financial Resources, selling fixed insurance products, annuities, and life insurance.
Employment History
Current Registrations
Private Client Services, LLCBroker
Plan Group Financial, INC.
Previous Registrations
Saxony Securities, INC.Broker
St. Bernard Financial Services, INC.Broker
Plan Group Financial, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Signal Securities, INC.Broker
Onstott & Associates, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.