MD
MD

Michael Patrick Duffy

12 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2010 Corporate Ridge, Suite 900, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bogart Wealth, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Morgan Stanley
November 2014 - July 2016 · 1 yr 8 mos
Morgan StanleyBroker
November 2014 - July 2016 · 1 yr 8 mos
RBC Capital Markets, LLC
October 2013 - December 2014 · 1 yr 2 mos
RBC Capital Markets, LLCBroker
June 2013 - December 2014 · 1 yr 6 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Michael Patrick Duffy - Financial Advisor | TrueAdvisor