Bryan Duckett
Bryan Duckett is a registered investment advisor at Duckett Wealth Management, based in Irvine, CA, with 26 years of industry experience. Bryan 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 109 clients with $48M 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 $100K | 2.50% |
| $100K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are occasionally negotiated in unusual situations. Legacy clients may be grandfathered in at a lower rate.
Fee Estimator
Location
17875 Von Karman Avenue Suite 150, Irvine, CA, 92614
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2016Judgment / Lien
July 2013Judgment / Lien
June 2008Employment History
Current Registrations
Duckett Wealth Management
Previous Registrations
Modern Capital Advisors, LLC
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.