Jacqueline Almeida is a registered investment advisor at Duet Advisory Services LLC, based in Pleasanton, CA, with 1 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 283 clients with $320M 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 $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.2M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2M+ | 0.90% |
For assets in a variable annuity, Duet charges a flat fee of 1%. For clients who engage Duet to provide discretionary investment advisory services using Independent Managers, Duet’s investment advisory fee generally ranges between 0.90% and 1.25% of the value of assets under management through the applicable Independent Managers. In limited circumstances, Duet’s investment advisory fee is negotiable at Duet’s discretion.
Fee Estimator
Location
5890 Stoneridge Dr., Suite 103, Pleasanton, CA, 94588
Get directionsHistory
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
Jacqueline works for Private Client Services as a non-FINRA-registered associate performing operational duties. This investment-related activity takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Duet Advisory Services LLC
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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