Douglas Henrickson
Douglas Henrickson is a registered investment advisor at Henrickson Nauta Wealth Advisors, INC., based in Belmont, MI, with 39 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 506 clients with $810M 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 | 1.85% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Fees may be negotiable. Certain legacy clients may be engaged for similar services at a lower fee.
Fee Estimator
Location
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI, 49306
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Douglas is a registered representative of Triad through Henrickson Nauta Wealth Advisors Inc., dedicating about half of his time to this role. He is also an insurance agent appointed with multiple carriers, focusing on insurance and variable annuity sales, which also takes about half of his time.
Employment History
Current Registrations
Henrickson Nauta Wealth Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Intersecurities, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Cigna Financial Advisors,inc.Broker
Cigna Securities, INC.Broker
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.