| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.02% |
| $500K - $750K | 0.02% |
| $750K - $1000K | 0.02% |
| $1M+ | 0.02% |
This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.
3567 E. Sunrise, Ste 119, Tucson, AZ, 85718
Get directionsDuane is a managing partner at Shumaker, Wengren, LLC, where he prepares tax returns and supervises bookkeepers, dedicating about half his time. He also operates Robinson & Shumaker Wealth Management as a DBA for business conducted through Balboa Wealth Partners, Inc., spending about half his time on investments and securities trading.