Duke Financial Services provides investment management and financial planning services to individuals, trusts, estates, and business entities. Duke Financial Services develops financial strategies based on each client's needs, objectives, time horizon, and risk tolerance. Services include retirement, rollover, 401(k), and pension planning, trust and custodial account management, and college fund planning.
Assets Under Management$12M
Clients66
Advisors1
Avg. per Client$180K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Duke Financial Services charges a percentage of your portfolio each year. The annual percentage rate typically ranges from 1% to 2%, with 1% being the typical fee. The fee is based on the complexity of the assets and the size of the account.
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