MD
CFP
MD
CFP
Michael Duprey
24 Years of Experience
Alexandria, VA
5 Disclosures
Michael Duprey is a CFP-designated registered investment advisor at Advisory Services Network, based in Alexandria, VA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
201 North Union Street, Suite 110, Office 107, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (5)
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Customer Dispute
May 2014Denied
Regulatory
July 2013Final
Employment Separation After Allegations
May 2012Customer Dispute
April 2008Settled
Customer Dispute
January 2008Denied
Employment History
Current Registrations
Advisory Services Network
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ategra Capital Management, LLC
November 2017 - April 2024 · 6 yrs 5 mos
1st Portfolio Wealth Advisors
September 2015 - November 2017 · 2 yrs 2 mos
1st Portfolio Wealth Advisors
July 2012 - August 2015 · 3 yrs 1 mo
Bluemont Capital Advisors, LLC
April 2011 - June 2012 · 1 yr 2 mos
Charles Schwab & CO., INC.
February 2003 - March 2011 · 8 yrs 1 mo
Charles Schwab & CO., INC.Broker
October 2001 - March 2011 · 9 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 2001 - October 2001 · 7 mos
State Registrations2 states
TXVA
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.