R.M. Duncan Capital Management Corporation manages investment portfolios for individuals, trusts, limited partnerships, estates, and corporations. The firm builds customized investment plans using stocks, bonds, certificates of deposit, options, and real estate or oil and gas partnerships. R.M. Duncan Capital Management analyzes investments using technical, fundamental, charting, and cyclical methods. The firm has a minimum account size of $250,000 and directs trades through its affiliated broker-dealer, R.M. Duncan Securities.
Assets Under Management$13M
Clients15
Advisors2
Avg. per Client$890K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for amounts over $5,000,000 are negotiable. $250,000 minimum market value required to open an account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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