Duet Advisory Services provides investment advice, financial planning, and consulting to individuals, high-net-worth individuals, trusts, estates, and businesses. Duet can manage your investments with or without your prior consent for each trade. They tailor their investment advice to your specific needs and goals. Duet may recommend unaffiliated third-party investment managers. They also offer financial planning services on a separate fee basis, covering areas like retirement, education, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.2M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2M+ | 0.90% |
For assets in a variable annuity, Duet charges a flat fee of 1%. For clients who engage Duet to provide discretionary investment advisory services using Independent Managers, Duet’s investment advisory fee generally ranges between 0.90% and 1.25% of the value of assets under management through the applicable Independent Managers. In limited circumstances, Duet’s investment advisory fee is negotiable at Duet’s discretion.