Douglas Michie
Douglas Michie is a CFP-designated registered investment advisor at Ventura Coast Wealth Management, based in Ventura, CA, with 19 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 17 clients with $7M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.55% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
1056 E. Meta Street #103, Ventura, CA, 93001-0001
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business Activities
Douglas is a lawyer providing legal advice and services at Michie Law Firm since 1988, dedicating about half of his time. He is also a real estate broker at Ventura Commercial Realty since 1988, spending a few hours per week on this activity.
Employment History
Current Registrations
Ventura Coast Wealth Management
Previous Registrations
Partnervest Advisory Services LLC
Edward Jones
State Registrations1 state
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.