Jeffrey Duncan
Jeffrey Duncan is a registered investment advisor at Duncan Financial Management, INC., based in Sunset Hills, MO, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 185 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Subject to a minimum annual fee of $2,000. Clients can negotiate a flat fixed-fee amount that is billed per quarter, in arrears.
Fee Estimator
Location
10820 Sunset Office Drive, Suite 210, Sunset Hills, MO, 63127
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2009Other Business ActivitiesSells Insurance
Jeffrey is the 100% owner of Duncan Financial Management of Florida, Inc. (since 2017) and Smiley Paul 09, INC (since 2014), both related to Duncan Financial Management, Inc.'s accounting and marketing activities. He is also an independent insurance agent, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Duncan Financial Management, INC.
Previous Registrations
Planmember Securities Corporation
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.