Jacqueline Almeida is a registered investment advisor at Duet Advisory Services LLC, based in Bingham Farms, MI. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 289 clients with $280M 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 $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.2M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2M+ | 0.90% |
For assets in a variable annuity, Duet charges a flat fee of 1%. For clients who engage Duet to provide discretionary investment advisory services using Independent Managers, Duet’s investment advisory fee generally ranges between 0.90% and 1.25% of the value of assets under management through the applicable Independent Managers. In limited circumstances, Duet’s investment advisory fee is negotiable at Duet’s discretion.
Fee Estimator
Location
30400 Telegraph Rd., Suite 115, Bingham Farms, MI, 48025
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Regulatory History
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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Jacqueline works for Private Client Services as a non-FINRA-registered associate performing operational duties. This investment-related activity takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Duet Advisory Services LLC
State Registrations1 state
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