Douglas Amis is a CFP-designated registered investment advisor at Gradient Investments, LLC, based in Durham, NC, with 13 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26,563 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Strategic Portfolios: 2.00% annually. Tactical Portfolios: 1.80% annually. Allocation & Defined Outcome Portfolios: 1.70% annually. Preservation Portfolios: 1.00% annually. Private Wealth Series: 1.50% annually. Fees are negotiable.
Fee Estimator
Location
Durham, NC
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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
Douglas is an owner/insurance agent for Damis, Inc. since 2021, focusing on fixed insurance sales and dedicating about 10% of his time. He also works as a tax preparer/assistant for William B. Clard, CFP CPA, spending minimal time, and is a board member for Durham Community Land Trustees, spending minimal time.
Employment History
Current Registrations
Gradient Investments, LLC
Cardinal Retirement Planning, INC.
Previous Registrations
Edward Jones
State Registrations2 states
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