DURACAPITAL, LLC offers investment advice tailored to individual client needs and objectives. They provide both discretionary and, in limited circumstances, non-discretionary portfolio management services, primarily using equity securities, exchange traded funds, and investment company securities. DURACAPITAL also offers pension consulting services to pension, profit sharing, and 401(k) plans, as well as individuals, trusts, estates, and charitable organizations. The firm monitors portfolio performance and rebalances as needed.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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