Darlene Duncan
Darlene Duncan is a registered investment advisor at Expressive Wealth LLC, based in Fairhope, AL, with 39 years of industry experience. Darlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $130M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fee is negotiable.
Fee Estimator
Location
Fairhope, AL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darlene is a real estate sales associate with Coldwell Banker since 2020, dedicating minimal time. She is also an independent insurance agent since 2012, selling insurance products and spending minimal time on this activity.
Employment History
Current Registrations
Expressive Wealth LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wealthtrust Asset Management, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Capital Markets CORP.Broker
Wheat, First Securities, INC.Broker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations2 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.