Introduction to DUNCAN FINANCIAL GROUP, LLC
DUNCAN FINANCIAL GROUP, LLC is a leading financial consulting firm that provides expert guidance and support to individuals and businesses. With a team of highly experienced advisors, DUNCAN FINANCIAL GROUP, LLC offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert guidance and support to individuals and businesses
- Offers a wide range of financial services
- Assists clients in achieving their financial goals
Facts and Insights
DUNCAN FINANCIAL GROUP, LLC has been in business for over 20 years and has a team of 50 experienced advisors. They have helped numerous clients navigate through various financial situations and achieve their desired outcomes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
DUNCAN FINANCIAL GROUP, LLC caters to a diverse range of clients, including individuals, families, small businesses, and corporations. Their services are tailored to meet the unique needs and goals of each client, ensuring personalized and effective financial solutions.
Fees & Compensation
DUNCAN FINANCIAL GROUP, LLC charges a fee based on a percentage of assets under management for their investment management services. Their fees are competitive and transparent, and they do not receive commissions for recommending any specific products or services.
Background
DUNCAN FINANCIAL GROUP, LLC was founded by John Duncan, a highly experienced financial advisor with over 30 years of industry experience. Under his leadership, the firm has grown into one of the most reputable and successful financial consulting firms in the country.
Financial Advisor Disclosures to Know
DUNCAN FINANCIAL GROUP, LLC is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients, ensuring honesty, transparency, and ethical practices at all times.