Duke and Duke Wealth Management provides investment advice to individuals and high net worth individuals. They manage accounts based on your financial situation, investment objectives, and risk tolerance. Duke and Duke Wealth Management actively monitors the account and provides advice regarding buying, selling, reinvesting, or holding securities. Clients do not grant Duke and Duke Wealth Management discretionary authority to buy and sell securities; all transactions must be approved by the client prior to execution.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.