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Douglas Scott Ferrell

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
786 clients
Average Client Portfolio
$211K average
Assets Under Management
$165.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Teton does offer discounts to select friends, employees, and family.

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

764 E Winchester St. #100, Murray, UT, 84107

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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 managing member of D & M Financial, LLC, used for bookkeeping, payroll, and tax organization, dedicating minimal time. He is also an owner/investor in Nubody Nutrition, LLC, receiving compensation from sales of nutrition products, and is a licensed insurance agent, spending minimal time on this.

Employment History
Current Registrations
Teton Wealth Group LLC
February 2021 - Present · 5 yrs
Previous Registrations
Sowell Management
April 2019 - May 2024 · 5 yrs 1 mo
Ae Wealth Management, LLC
July 2018 - April 2019 · 9 mos
State Registrations5 states
AZCAIDNVUT
Advisor
Exams
No exam information available for this advisor.
Douglas Scott Ferrell - Financial Advisor | TrueAdvisor