Advisor at DouglasBradley LLC
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Douglas Robinson is a financial advisor at DouglasBradley LLC with 20 years of industry experience. He holds the Series 66 designation and has been with DouglasBradley LLC since 2005. Outside of his advisory role, he also serves as a member manager of an independent real-estate management entity, separate from his financial advisory work. DouglasBradley LLC provides investment portfolio management and financial planning to individuals, families, trusts, estates, and family businesses. The firm employs a tailored, discretionary approach focusing on income-producing securities and offers flexible engagement structures while managing approximately $84 million for about 75 client households.
Based on DouglasBradley LLC
Fixed fees typically range from $300 to $1,000 for investment management; financial planning fees may be fixed but amounts vary
$0 - $250,000: 0.4875% quarterly $250,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.2375% quarterly
$250 per hour for financial planning
Bel Air, MD
Maryland · Virginia
DouglasBradley LLC
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 66
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