Kyle Gowen is a CFA, CFP-designated registered investment advisor at Duncan Williams Asset Management, LLC, based in Memphis, TN, with 12 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,962 clients with $2.2B 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 | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees negotiable for accounts over $10,000,000. The Institutional Cash Management Program accounts are charged a fee of 0.15% (15 bps) or 0.20% (20 bps), depending on account size.
Fee Estimator
Location
5350 Poplar Avenue, Suite 600, Memphis, TN, 38119
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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 →Other Business Activities
Kyle serves on the board of directors for the Memphis Museum of Science and History (MoSH) and the Camellia Foundation, dedicating minimal time to each per month. He is also the treasurer for the Mid-South Amateur Hockey Association, spending minimal time per month maintaining their bank/investment account.
Employment History
Current Registrations
Duncan Williams Asset Management, LLC
Previous Registrations
Duncan-Williams, INC.
Raymond James Financial Services Advisors, INC
State Registrations1 state
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