Duran Capital Management offers investment advice and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. Services include portfolio management, financial planning, and retirement plan consulting. The firm creates customized investment approaches based on client goals, risk tolerance, and time horizon. Duran Capital Management acts as a fiduciary, prioritizing client interests.
Assets Under Management$45M
Clients82
Advisors1
Avg. per Client$550K
Avg. per Advisor$45M
www.durancapitalmanagement.com ·www.linkedin.com/in/jacqueline-duran-3606a028 ·www.instagram.com/duran_capital_management
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $399K | 1.50% |
| $399K - $999K | 1.00% |
| $999K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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