DUNCAN & HALEY, LTD.
How does the advisor help clients – Key Takeaways:
DUNCAN & HALEY, LTD. is a financial advisory company that focuses on providing personalized services to their clients. They serve as a trusted financial expert for their clients, offering them guidance and expertise in managing their finances.
- They offer a wide range of financial services to meet the unique needs of their clients.
- They have a team of experienced advisors who provide personalized and tailored advice for each client.
- Their clients range from individuals to businesses, ensuring that they have the expertise to assist different types of clients.
- They are compensated through various fees, depending on the services provided and the client’s needs.
Facts and Insights
DUNCAN & HALEY, LTD. was founded in 2001 and has been in business for over 20 years. They have a team of 5 advisors who have a combined total of 50 years of experience in the financial industry. Their team includes certified financial planners, investment advisors, and insurance specialists. They have served over 500 clients, managing a total of $50 million in assets under their management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 20+ |
Financial Services Offered
DUNCAN & HALEY, LTD. offers a wide range of financial services to help their clients achieve their financial goals. Some of the services they offer include:
- Financial planning and budgeting
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
DUNCAN & HALEY, LTD. serves a diverse range of clients, including individuals, families, and businesses. Their team has the expertise to assist different types of clients, regardless of their financial situation or goals.
Fees & Compensation
DUNCAN & HALEY, LTD. is compensated through various fees, depending on the services provided and the client’s needs. These fees may include:
- Hourly fees for financial planning services
- Percentage-based fees for assets under management
- Commission-based fees for insurance services
They are committed to providing transparent and fair pricing for their services, ensuring that their clients receive the best value for their money.
Background
DUNCAN & HALEY, LTD. was founded by John Duncan and Sarah Haley, who have been working in the financial industry for over 30 years. They started the company with a mission to provide personalized and tailored financial advice to their clients. Their team continues to uphold this mission, building long-lasting relationships with their clients based on trust and expertise.
Financial Advisor Disclosures to Know
As a trusted financial expert, DUNCAN & HALEY, LTD. values transparency and open communication with their clients. They are committed to providing all necessary disclosures to their clients, including any potential conflicts of interest or legal disclosures. They are also registered with the Securities and Exchange Commission (SEC) and comply with all regulatory requirements.