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Alex Duran

9 Years of Experience
Dallas, TX

Alex Duran is a registered investment advisor at Permian, based in Dallas, TX, with 9 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$304.5M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Permian Investment Partners manages investments for separately managed accounts. The management fees range from 0.5% to 1.0% of the value of your portfolio per year. In addition, there may be a performance-based fee of 10%-20% of net profits that exceed a benchmarked index.

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Location

1845 Woodall Rodgers Freeway, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Permian
October 2016 - Present · 9 yrs 7 mos
State Registrations1 state
TX
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.
Alex Duran - Financial Advisor | TrueAdvisor