Duncan Raeside
Duncan Raeside is a registered investment advisor at Blacktower Financial Management (US) LLC, based in Shillington, with 3 years of industry experience. Duncan 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 495 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blacktower Financial Management (US) LLC offers asset management services for US residents and US-connected individuals. Your advisor will create a portfolio allocation based on your investment objectives and risk profile, making transactions as needed. The fees for these services are negotiable, but will not exceed 2% annually. The frequency of fee payments (monthly or quarterly) will be agreed upon with your advisor. There may be additional costs for engaging third-party managers or strategists.
Location
Corn Barn, Upton End Business Park, Shillington, SG53PF
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blacktower Financial Management (US) LLC
Previous Registrations
Beacon Global Advisor Network, LLC
State Registrations1 state
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