Duncan Financial Management aims to educate clients on financial services and tools to build confidence in their retirement roadmap. They offer investment advisory services, including discretionary and non-discretionary management, and financial planning services covering retirement, income, tax, estate, and healthcare planning. Duncan Financial acts as a fiduciary, putting client interests first and disclosing any conflicts of interest.
Assets Under Management$10M
Clients185
Advisors2
Avg. per Client$56K
Avg. per Advisor$5.2M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Subject to a minimum annual fee of $2,000. Clients can negotiate a flat fixed-fee amount that is billed per quarter, in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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