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Duncan Kirby

1 Year of Experience
Springfield, IL
1 DisclosureBroker

Duncan Kirby is a registered investment advisor at Horace Mann Investors, INC., based in Springfield, IL, with 1 years of industry experience. Duncan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
74 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.60%
$250K - $500K1.60%
$500K - $1.0M1.40%
$1.0M - $5.0M1.20%
$5M+1.10%

Fees vary by specific model program selected. Rates shown represent the maximum fees across programs such as BNY AdvisorFlex and BNY Managed360.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Horace Mann Plaza, Springfield, IL, 62715-0001

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History

Regulatory History (1)
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Financial
April 2025
Final
Employment History
Current Registrations
Horace Mann Investors, INC.
July 2026 - Present · 3 mos
Horace Mann Investors, INC.Broker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2024 - October 2024 · 8 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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