Duration Asset Management manages client investment portfolios, primarily allocating assets among fixed-income securities like U.S. Treasury and government agency securities. They tailor their services to meet individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Duration also advises one private investment fund employing leveraged fixed-income strategies. Clients are advised to promptly notify Duration of any changes in their financial situation or investment objectives.
Assets Under Management$470M
Clients10
Advisors3
Avg. per Client$47M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
In addition to the management fee, a performance-based fee is charged. Less than $5,000,000: 20% of net gains; $5,000,000 to $9,999,999: 17.50% of net gains; Over $10,000,000: 15% of net gains.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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