Scott S. Duko, Registered Investment Advisor, LTD.
Fee-Only (% of Portfolio)Fixed/Hourly
Scott S. Duko, Registered Investment Advisor, ltd provides investment management and financial planning services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan their estate. Scott S. Duko is a fee-only firm but is affiliated with Fortune Financial Services, Inc., where Scott S. Duko can sell commissioned products.
Assets Under Management$48M
Clients108
Advisors1
Avg. per Client$450K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be higher or lower than the fee schedule. Minimum annual fee of $500, also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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