Double Duty Money Management offers investment management services, both discretionary and non-discretionary. They offer equity and multi-asset strategies, allowing clients to select based on their investment objectives. Double Duty generally does not tailor its investment strategies to the individual needs of its clients but may agree to reasonable investment guidelines and restrictions on a case-by-case basis.
Assets Under Management$84M
Clients14
AdvisorsN/A
Avg. per Client$6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Equity Strategies: 0.75% to 1.25% annually. Multi-Asset Strategies: 0.50% to 1.00% annually. Fees are negotiable and may differ among client accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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