Dean B. Duncan, Registered Investment Adviser, manages investment portfolios for individuals, focusing on growth and income. He provides advice through consultations to determine clients' financial objectives and risk tolerance for both personal and retirement assets. Dean B. Duncan does not sell financial products on commission and only receives income from discretionary investment management.
Assets Under Management$3.1M
Clients14
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...