Dennis Duffy
Dennis Duffy is a registered investment advisor at Abundance Financial Coaching, LLC, based in Davenport, IA, with 20 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.23% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
These fees are for Efficient Advisor. Abundance Financial Coaching receives a portion of this fee. The total fee paid by clients of our firm will not exceed 1.23% annually and is reduced to a lower percentage for households exceeding certain thresholds of assets being managed.
Fee Estimator
Location
1840 E. 54th Street, Davenport, IA, 52807
Get directionsHistory
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
Dennis is an attorney who also sells life insurance and long-term care products.
Employment History
Current Registrations
Abundance Financial Coaching, LLC
Previous Registrations
Wisdom Financial Services, LLC
State Registrations14 states
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.