Eric Douglas
Eric Douglas is a registered investment advisor at Family Wealth Planning Partners, based in Louisville, KY, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 739 clients with $200M 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 | 1.65% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222
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
Eric is involved with FWPP Insurance LLC, providing insurance services. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Family Wealth Planning Partners
Previous Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Nationwide Investment Services CorporationBroker
Jefferson National Securities CorporationBroker
State Registrations2 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.