DS
DS

Douglas Michael Simms

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3636 S Geyer Rd, Suite 110, St. Louis, MO, 63127

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas is a Vice President at Meyer Group and Well Works, and also involved in marketing for Strategic Wealth Advisors. He owns MSB DBA Freedom ID Direct and is VP of Administration at M2 Brokerage, where he oversees fixed insurance sales.

Employment History
Current Registrations
Huntleigh Advisors, INC.
January 2021 - Present · 5 yrs 1 mo
Huntleigh Securities CorporationBroker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Datatex Investment Services INC
October 2017 - March 2023 · 5 yrs 5 mos
K. W. Chambers & CO.Broker
October 2017 - December 2021 · 4 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2014 - October 2017 · 3 yrs 9 mos
National Planning CorporationBroker
January 2014 - October 2017 · 3 yrs 9 mos
Datatex Investment Services INC
September 2011 - January 2014 · 2 yrs 4 mos
K. W. Chambers & CO.Broker
August 2011 - January 2014 · 2 yrs 5 mos
Cuttingedge Advisors
October 2010 - February 2012 · 1 yr 4 mos
Silver Oak Securities, IncorporatedBroker
June 2009 - April 2011 · 1 yr 10 mos
Edward Jones
February 2008 - June 2009 · 1 yr 4 mos
Edward JonesBroker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations4 states
FLILINMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.