Duncker Streett & CO.
Assets Under Management
$665.0M
Number of Clients
168
Number of Advisors
2
Avg. Portfolio per Client
$4.0M
Avg. Managed per Advisor
$332.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Duncker Streett has been in business since 1990, providing investment management services. They primarily offer discretionary portfolio management of common stocks, fixed income securities, and cash reserves. REITs, ETFs, and mutual funds are used to diversify portfolios when appropriate. They also offer non-discretionary investment management services on a limited basis, where they provide advice, but the client makes the final decision. Duncker Streett does not provide legal, tax, or accounting advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Rates may be negotiated in response to atypical circumstances. Employees and their immediate family may be charged a reduced amount.
Fee Estimator
Areas of Practice
Location
8000 Maryland, Suite 1100, St. Louis, MO, 63105