Durant WealthManagement Advisory Services offers investment advice and financial planning to individuals and high-net-worth individuals. Services include portfolio management, investment strategy, and financial planning covering retirement, college, and debt/credit planning. The firm primarily recommends ETFs and mutual funds, with some individual equities. As a registered investment advisor, Durant WealthManagement is legally required to act in your best interest.
Assets Under Management$3M
Clients16
Advisors1
Avg. per Client$190K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $400K | 0.80% |
| $400K - $600K | 0.75% |
| $600K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...