Duncan Perry is a registered investment advisor at Smarter Bear Financial Advisory, based in Swampscott, MA, with 2 years of industry experience. Duncan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $50M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable, and the final fee may reflect further consideration of the client’s situation.
Fee Estimator
Location
Swampscott, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Duncan provides executive management consulting services for high tech companies.
Employment History
Current Registrations
Smarter Bear Financial Advisory
State Registrations1 state
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