Dukes Financial Group offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services include investment, insurance, tax, retirement, college, and debt/credit planning. Dukes Financial Group primarily advises on mutual funds and variable annuities.
Assets Under Management$15M
Clients20
Advisors1
Avg. per Client$760K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.30% |
| $300K - $1.0M | 1.05% |
| $1M+ | 0.55% |
Certain family members of DFG representatives receive a 25% discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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