Ian Duncan is a registered investment advisor at Divco West Real Estate Services, LLC, based in Austin, TX, with 2 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 27 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$583.1M average
Assets Under Management
$15.7B

Fee Structure

Investment management only (planning not offered)

Divco West provides investment advisory services to pooled investment vehicles and managed accounts. They charge an annual advisory fee, called a Management Fee, which is calculated based on committed capital or remaining invested capital for Funds, and as stipulated in the organizational documents for Managed Accounts. The specific fee arrangements vary across clients and may be reduced, waived, or modified at Divco West's discretion.

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Location

2043 S. Lamar Blvd., Suite 2125, Austin, TX, 78704

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Divco West Real Estate Services, LLC
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
TX
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.
Ian Duncan - Financial Advisor | TrueAdvisor