Advisor at Sunpointe Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sunpointe Investments
Location
Portsmouth, NH 03801
Credentials
Series 66
Industry experience
25 years
Douglas Nelson is a financial advisor with Sunpointe Investments in Portsmouth, NH, holding a Series 66 designation and 25 years of industry experience. His prior roles include nine years at Wells Fargo Advisors and current managing director duties at Sunpointe Investments. Outside of finance, he is a 50% owner of New Hampshire Fine Art LLC, an art-dealing business. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering family office and ultra-high-net-worth advisory services. The firm employs a behavioral management approach with a blend of active and passive strategies, managing over $559 million in assets across 236 client relationships.
Based on Sunpointe Investments
Based on Sunpointe Investments
Fixed fees for financial planning services starting at $10,000 per engagement; Family office services offered on retainer/flat fee basis.
Up to 1.50% annually (negotiable, maximum fee for assets under management)
Certain Advisory Persons earn commissions as registered representatives and insurance professionals, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Investment management fixed engagement fees ranging from $20,000 to $600,000 per year; Financial planning fixed annual engagement fees starting at $10,000 per engagement; Family office quarterly fixed retainer fee based on advisory fee. Fee-only: Fee-only advisory services; no commissions on advisory fees.
One Harbour Place, Suite 305
Portsmouth, NH 03801
New Hampshire
APW Capital, INC.
2021 - Present (5 years)
Sunpointe Investments
2021 - Present (5 years)
WELLS FARGO Advisors
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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