Donald Duncan
Donald Duncan is a CFP-designated registered investment advisor at Creative Planning, based in Lawrence, KS, with 31 years of industry experience. Donald 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 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
645 Massachusetts Street, Suite 300, Lawrence, KS, 66044
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Donald is the owner/founding partner of Edmonds Duncan Registered Investment Advisors, dedicating full-time hours to this role. He also owns land for a family farm, requiring minimal time, and is an insurance agent selling fixed life insurance and annuity contracts. Donald is also a managing member of EDH, LLC, which handles bookkeeping and payroll for his advisory services, requiring minimal time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Edmonds Duncan Registered Investment Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Robert W. Baird & CO. IncorporatedBroker
U.S. Bancorp Investments, INC.Broker
Edward D. Jones & CO., L.P.Broker
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.