Duncan & Haley provides financial planning, retirement planning, education planning, and estate planning services to individuals. They also offer 401(k) consulting services, defined benefit consulting services, private company performance analysis, and business succession planning. Duncan & Haley acts in a consulting capacity and does not custody client assets.
Fee Structure
Private client services are charged asset-based fees ranging from 0.15% to 1.00% of the value of your portfolio. The fee depends on the depth and complexity of the financial plan, how often it's updated and reviewed, and the amount of assets managed. Clients receive a financial plan covering retirement and education planning at a minimum, and potentially business succession and estate planning with ongoing reviews.