Duell Financial Strategies refers clients to third-party money managers who provide investment management services. Duell Financial Strategies helps clients determine their risk tolerance and investment objectives and recommends third-party managers accordingly. Duell Financial Strategies monitors the third-party manager's performance and acts as a communication link between the client and the manager. The firm also offers educational seminars and workshops on financial topics.
Fee Structure
Duell Financial Strategies refers clients to third-party money managers. The maximum annual management fee charged by these managers is 2.00%. Duell Financial Strategies receives a portion of this fee, typically ranging from 0.85% to 1.60%. The exact fee and withdrawal schedule will vary with each manager and will be disclosed in their documents. The fee is negotiable.