Advisor at CapVisor Associates, LLC
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
CapVisor Associates, LLC
Location
Dawsonville, GA
Credentials
Series 65
Industry experience
3 years
$0 - $5,000,000: 0.25% (25 basis points) on first $5 million $5,000,001 - $10,000,000: 0.20% (20 basis points) on next $5 million $10,000,001 - $15,000,000: 0.15% (15 basis points) on next $5 million $15,000,001 - $25,000,000: 0.12% (12 basis points) on next $10 million $25,000,001 - $50,000,000: 0.10% (10 basis points) on next $25 million $50,000,001+: 0.05% (5 basis points) on excess over $50 million
Account minimum: $1,000,000 (for private clients as accredited/qualified investors) Minimum fee: Minimum annual fee of $10,000 for Investment Advisory / Consulting services
CapVisor Associates, LLC
2020 - Present (6 years)
Aig
2018 - 2020 (2 years)
Clemson University
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Canton, GA
Edward Jones
Series 66
Gainesville, GA
Edward Jones
Series 66
Canton, GA
Edward Jones
Series 66
Gainesville, GA
Edward Jones
CFP®, Series 66
Marble Hill, GA
Edward Jones
Series 66
Ball Ground, GA
Fidelity
Douglas Alldredge is a Financial Consultant currently working at Fidelity Investments. He focuses on helping clients make informed financial decisions through a planning-based practice that aligns client goals, objectives, and preferences with appropriate Fidelity resources. He has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before becoming a Financial Consultant in 2023. Prior to that, Douglas held roles at E*TRADE from 2000 to 2021, where he worked as a Financial Consultant, Manager, and Team Lead. His earlier experience includes positions as a Financial Consultant at American Express Financial Advisors and Fortis Investors. Outside of his professional work, Douglas has interests in baseball, fitness, and tennis.
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