Daniel Duckett is a CFP-designated registered investment advisor at Jaykay Wealth Advisors, INC., based in Houston, TX, with 12 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 139 clients with $170M 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 | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25.0M - $30.0M | 0.40% |
| $30M+ | 0.35% |
Fees are negotiable based on client type, account complexity, and asset composition. Household accounts sharing an address are combined if the average account size is at least $1 million.
Fee Estimator
Location
6200 Savoy Dr., #300, Houston, TX, 77036
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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 →Employment History
Current Registrations
Jaykay Wealth Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
Motley Fool Wealth Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Scottrade, INC.Broker
Charles Schwab & CO., INC.Broker
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.
Exams
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