Advisor at DB Asset Management,LLC.
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Firm
DB Asset Management,LLC.
Location
Sarasota, FL
Credentials
Series 65
Industry experience
12 years
Douglas Brady is the sole advisor at DB Asset Management, LLC in Sarasota, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at DB Capital Management since 2003. In addition to his advisory role, Brady provides independent voice-over work on a limited basis. DB Asset Management offers discretionary portfolio management, analysis, and asset-allocation services primarily for individuals, families, estates, trusts, and retirement plans. The firm focuses on equity investments with a long-term, low-turnover approach, emphasizing sector diversification and using both fundamental and technical analysis.
Based on DB Asset Management,LLC.
1.0% - 2.75% annually, negotiable depending on client needs and complexity
Account minimum: $500,000 (may be waived at discretion)
Sarasota, FL
Georgia
DB Capital Management
2003 - Present (23 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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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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