Duncan Wealth Management (DWM) provides investment management and financial planning services. DWM creates tailored investment portfolios based on clients' individual needs and goals. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. DWM also offers 401(k) retirement plan consulting for plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.10% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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