R.M. Duncan Capital Management Corporation provides investment advice on various securities, including U.S. equities, corporate debt, and options. The firm uses charting, fundamental, technical, and cyclical analysis to develop investment strategies. R.M. Duncan tailors its services to individual client goals and allows clients to impose restrictions on their investments. The firm may recommend securities in which a related party has a financial interest.
Assets Under Management$13M
Clients17
Advisors2
Avg. per Client$750K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiated for accounts over $5,000,000. The minimum portfolio size is $250,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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