Donald Duncan is a CFA, CFP, PFS-designated registered investment advisor at Savant Wealth Management, based in Santa Fe, NM, with 27 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
2000 Old Pecos Trail, Suite C, Santa Fe, NM, 87505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Savant Wealth Management
Previous Registrations
D3 Financial Counselors LLC
State Registrations2 states
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Exams
Additional Information
We provide financial planning, estate planning, tax planning, and investment advisory services to "individuals who want to understand the economic consequences of their financial decisions". Our services range from providing one-time consultation meetings, to the development of comprehensive financial plans and investment management services. For accounting and legal services, we will work with a client's existing providers. We also have a network of lawyers and accountants that specialize in providing services to both individuals and business owners. We are subject to the ethical requirements of the American Institute of Certified Public Accountants and the Association for Investment Management and Research. We are also registered as an Investment Advisor with the Securities and Exchange Commission and are subject to federal and state securities laws and regulations.