Bey-Douglas provides portfolio management services to clients, developing a financial outline and investment plan based on their goals and risk tolerance. They primarily invest client assets in the Disciplined Investment System (DIS), a US-based large-cap core equity value/growth management style. They may also use the Diversified Allocation Method (DAM), which is a combination of stocks, mutual funds and ETFs. Bey-Douglas offers both discretionary and non-discretionary portfolio management services.
Assets Under Management$150M
Clients146
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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