RD
CFP
RD
CFP
Robert Duncan is a CFP-designated registered investment advisor at Simmons Capital Group, based in Riverside, CA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 455 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
455 clients
Average Client Portfolio
$427K average
Assets Under Management
$194.5M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Riverside, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2005Dismissed
Employment History
Current Registrations
Simmons Capital Group
February 2026 - Present · 2 mos
Steward Advisors Group, LLC
February 2026 - Present · 2 mos
Global Impact Wealth Management
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Synovus Securities, INC.
February 2003 - August 2014 · 11 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - February 2003 · 1 yr 10 mos
State Registrations2 states
CANY
Advisor
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.
Exams
No exam information available for this advisor.