Duncker Streett has been in business since 1990. The firm offers investment management services, mainly managing portfolios with common stocks, fixed income securities, and cash reserves. They also use REITs, ETFs, and mutual funds for diversification. On a limited basis, they provide non-discretionary investment advice where the client decides whether to implement the advice. Duncker Streett creates client profiles to understand investment needs and risk tolerance, then discusses an asset allocation plan. They do not provide legal, tax, or accounting advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Rates may be negotiated in response to atypical circumstances relating to account composition, portfolio complexity, immediate family business, etc. Additionally, our employees and their immediate family may be charged a reduced amount for services rendered.