Rick Duncan is a registered investment advisor at Edward Jones, based in Osage Beach, MO, with 41 years of industry experience. Rick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
4558 Osage Beach Pkwy Ste 101, Osage Beach, MO, 65065
Get directionsHistory
Regulatory History (7)
Customer Dispute
July 2013Customer Dispute
December 2006Customer Dispute
April 2004Customer Dispute
July 2002Customer Dispute
June 1999Customer Dispute
October 1997Customer Dispute
December 1992Other Business Activities
Rick is involved in multiple real estate holding and management companies, including owning and managing mobile home parks and other commercial properties. He dedicates a few hours per week to one of these ventures, Glen Donnach LLC.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 states
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.