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How does the advisor help clients – Key Takeaways:
Dean Bryan Duncan is a financial expert with years of experience in helping clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Dean helps clients navigate complex financial situations, provide guidance and support, and create customized solutions to meet their needs.
Facts and Insights
Dean has been in the financial industry for over 15 years and has gained valuable insights and knowledge to help his clients make smart financial decisions. With a deep understanding of the market and economic trends, Dean is able to provide his clients with accurate and informed advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 2 | 15 years |
Financial Services Offered
Dean provides a range of financial services to help his clients reach their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
Dean works with a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Couples
Fees & Compensation
Dean believes in transparency when it comes to fees and compensation. As a fee-only advisor, he charges a percentage of assets under management as a fee for his services. This ensures that his interests are aligned with his clients and he is not influenced by commissions from selling products.
Background
Dean holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP). He has also completed extensive training and continuing education courses to stay up-to-date with the latest trends and strategies in the financial industry.
Financial Advisor Disclosures to Know
Dean is a fiduciary, meaning he is legally obligated to act in his clients’ best interests. He also discloses any potential conflicts of interest and fully explains any potential risks to his clients before proceeding with any financial decisions.