Duncker Streett & Co., LLC manages investment portfolios for individuals, families, and institutions, specializing in stocks, bonds, and cash reserves, with occasional use of real estate investment trusts, exchange-traded funds, and mutual funds for diversification. Duncker Streett primarily operates on a discretionary basis, meaning portfolio managers make investment decisions on your behalf based on your goals and risk tolerance, though non-discretionary management is available on a limited basis. Duncker Streett does not provide legal, tax, or accounting advice. Founded in 1990 and based in St. Louis, Missouri, Duncker Streett is owned by Moulton Investments and WealthTrust Acquisitions, an affiliate of Hightower Holdings.
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% |
Fees may be negotiated for atypical circumstances, and employees and their immediate families may receive reduced rates.