Durbin Bennett Private Wealth Management, LLC

Durbin Bennett Private Wealth Management, LLC is a SEC-registered investment adviser based in Texas, established in 2001. The firm offers individual portfolio management services, investment supervisory services, selection and monitoring services, investment advisement services, strategic wealth planning, IRA rollover considerations, consulting services, subadvisory services, and private fund advisory services. Their investment philosophy focuses on constructing globally diversified portfolios to achieve long-term appreciation while managing market conditions. They believe in rebalancing portfolios to capture gains and manage risk effectively. The firm charges fees based on a percentage of assets under management, with a minimum initial investment of $1,000,000. Clients have investment discretion, allowing the firm to make trades without prior client approval. Durbin Bennett recommends using Schwab or Fidelity for brokerage services and custody. The firm does not engage in principal transactions and has a Code of Ethics in place to ensure ethical conduct. Durbin Bennett does not vote proxies for clients unless specifically requested and does not provide legal advice regarding proxy issues. The firm has no financial disclosures to report. Durbin Bennett does not engage in solicitation or accept compensation for client referrals.