Duncan Williams Asset Management offers personalized investment advice, including financial planning, retirement plan services, and asset management. Financial planning helps clients set long-term goals through investments, tax planning, and retirement planning. Asset management services provide ongoing supervision of client accounts, creating tailored portfolios with various securities. They also offer referrals to third-party money managers.
Assets Under Management$2.2B
Clients1,962
Advisors15
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees negotiable for accounts over $10,000,000. The Institutional Cash Management Program accounts are charged a fee of 0.15% (15 bps) or 0.20% (20 bps), depending on account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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