John Duane
John Duane is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Boston, MA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,392 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated MDT charges a percentage of your portfolio each year. The exact percentage depends on the investment strategy and the amount of assets managed. For example, for All Cap Core, Large Cap Growth, and Large Cap Value strategies, the fee is 0.70% on the first $5 million, decreasing to 0.35% for amounts over $100 million. These fees are typically paid quarterly.
Location
125 High Street, Oliver Street Tower, 21st Floor, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
State Registrations1 state
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