Durant Financial Planning provides investment advice and financial planning services. Durant Financial Planning offers discretionary portfolio management services, where they make investment decisions for you. They also offer financial planning services, ranging from broad financial planning to single-subject consultations. Durant Financial Planning primarily advises on mutual funds and ETFs.
Assets Under Management$22M
Clients54
Advisors1
Avg. per Client$410K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts above $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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