Michael Dugan
Michael Dugan is a CFP, ChFC-designated registered investment advisor at Private Client Services, LLC, based in Raritan, NJ, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1124 Route 202 South Unit A6, Raritan, NJ, 08869
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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 ActivitiesSells Insurance
Michael is involved in several business activities, including owning an office condo, running a financial services sole proprietorship (Dugan Fin Svcs) that collects insurance carriers, and working as a producer for various insurance companies. He also receives referrals on medical and life insurance clients and works as a life insurance and annuity broker.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
Chubb Securities CorporationBroker
Pml Securities CompanyBroker
Moore & Schley/meeker Sharkey Group INC.Broker
State Registrations26 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.