Duff Mayer
Duff Mayer is a registered investment advisor at All Weather Portfolio Management, INC., based in San Clemente, CA, with 10 years of industry experience. Duff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 105 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fee Estimator
Location
San Clemente, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Duff is the owner and managing member of Financial Planning Group, LLC, where he prepares income taxes. This activity takes up a full-time commitment for Duff.
Employment History
Current Registrations
All Weather Portfolio Management, INC.
Previous Registrations
All Weather Portfolio Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.