Jacqueline Duran
Jacqueline Duran is a registered investment advisor at Duran Capital Management, LLC, based in Santa Barbara, CA, with 14 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 82 clients with $45M 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 $100K | 2.00% |
| $100K - $399K | 1.50% |
| $399K - $999K | 1.00% |
| $999K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
15 W. Carrillo Street, Suite 100, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2022Other Business Activities
Jacqueline is a board member for Standing Together To End Sexual Assault since 2015, dedicating minimal time after business hours. She is also a board member for Montecito Union School Board since 2020, spending minimal time after business hours and during business hours for check signing/funds disbursements.
Employment History
Current Registrations
Duran Capital Management, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.