Dean Duncan is a registered investment advisor at Duncan, Dean Bryan, based in Portland, OR, with 15 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Portland, OR
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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.
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Dean performs maintenance on residential family real estate from his home, a task he has been doing for 35 years. This activity takes a few hours per week.
Employment History
Current Registrations
Duncan, Dean Bryan
State Registrations1 state
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