Duncan Pray
Duncan Pray is a registered investment advisor at Retirement Plan Advisors, LLC, based in Chicago, IL, with 4 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 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
29 E. Madison St., Suite 500, Chicago, IL, 60602-3205
Get directionsHistory
Regulatory History (4)
Financial
October 2020Financial
August 2020Financial
March 2020Financial
November 2018Other Business ActivitiesSells Insurance
Duncan is an independent insurance agent since 2023, dedicating a few hours per week to this role. He also coaches at CrossFit Full Gris-Gris, is an IAR with Retirement Plan Advisors, LLC, and coaches with the Jefferson Community Band.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
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.