Samuel Duell
Samuel Duell is a registered investment advisor at Duell Financial Strategies, based in Appleton, WI, with 19 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Duell Financial Strategies refers clients to third-party money managers. The maximum annual management fee charged by these managers is 2.00%. Duell Financial Strategies receives a portion of this fee, typically ranging from 0.85% to 1.60%. The exact fee and withdrawal schedule will vary with each manager and will be disclosed in their documents. The fee is negotiable.
Location
4190 Boardwalk Ct, Appleton, WI, 54914
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel owns and manages Duell Financial Strategies, selling fixed insurance products. This takes nearly all of Samuel's time and coincides with investment advisory time during trading hours.
Employment History
Current Registrations
Duell Financial Strategies
Previous Registrations
Weber Wealth Management, LLC
Futures So Brite
Kcd Financial, INC.
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.