Jeanne Duce
Jeanne Duce is a CFP-designated registered investment advisor at Jd Financial Fitness LLC, based in San Jose, CA, with 23 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $86M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $1.3M | 1.00% |
| $1.3M - $1.5M | 0.95% |
| $1.5M - $1.8M | 0.85% |
| $1.8M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees may be negotiable in certain circumstances. All accounts for members of the client’s family (husband, wife and children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
San Jose, CA
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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
Jeanne is a licensed independent insurance agent for life, accident, and health insurance. She may recommend or provide these types of insurance products to clients of JD Financial Fitness LLC.
Employment History
Current Registrations
Jd Financial Fitness LLC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Foothill Securities, INC.
Foothill Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.