David Scully is a CFA, CFP-designated registered investment advisor at Duncan Williams Asset Management, LLC, based in Memphis, TN, with 18 years of industry experience. David 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 1,962 clients with $2.2B 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 $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees negotiable for accounts over $10,000,000. The Institutional Cash Management Program accounts are charged a fee of 0.15% (15 bps) or 0.20% (20 bps), depending on account size.
Fee Estimator
Location
5350 Poplar Avenue, Suite 600, Memphis, TN, 38119
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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 Activities
David is actively involved in several organizations, including St. Agnes Academy, University of Memphis Research Foundation, The Wolf River Conservancy, Memphis Botanic Garden, Assisi Foundation, Economic Club of Memphis, Christian Brothers High School, and St. Dominic School. He holds board member or leadership positions in these organizations, dedicating a few hours per week to each.
Employment History
Current Registrations
Duncan Williams Asset Management, LLC
Previous Registrations
Duncan-Williams, INC.
Morgan Keegan & Company, INC.
State Registrations1 state
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