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Duncan Sandlin

3 Years of Experience
Portland, OR
2 Disclosures

Duncan Sandlin is a registered investment advisor at Zero Day Capital Enterprises LLC, based in Portland, OR, with 3 years of industry experience. Duncan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 131 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
131 clients
Average Client Portfolio
$235K average
Assets Under Management
$30.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual advisory fee is up to 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Portland, OR

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History

Regulatory History (2)
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Regulatory
July 2019
Final
Criminal
January 2018
Final Disposition
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
June 2026 - Present · 4 mos
Previous Registrations
Waddell & Reed
August 2016 - July 2017 · 11 mos
Waddell & ReedBroker
August 2015 - July 2017 · 1 yr 11 mos
AXA Advisors, LLCBroker
April 2014 - April 2015 · 1 yr
First Investors CorporationBroker
September 2010 - October 2010 · 1 mo
State Registrations1 state
OR
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.
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