Edmonds Duncan Registered Investment Advisors, LLC

Edmonds Duncan Registered Investment Advisors, LLC is a firm based in Lawrence, Kansas, established in June 2013. The firm specializes in providing financial planning, consulting, and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Edmonds Duncan focuses on improving clients' overall financial well-being by analyzing their current financial situation, defining goals, and determining strategies to meet those goals. The firm manages client portfolios on a discretionary basis, utilizing a global macroeconomic approach to asset allocation. Investment strategies include index ETFs, mutual funds, individual securities, and alternative investments. Edmonds Duncan also offers retirement plan consulting services and legacy management services. The firm charges fees based on assets under management, financial planning services, and retirement plan consulting services. Clients have the option for fee deductions directly from their accounts. Edmonds Duncan acts as a fiduciary, providing services in the best interest of clients. The firm does not charge performance-based fees, and clients have investment discretion options. Edmonds Duncan does not pay referral fees, receives no compensation for referrals, and does not have custody of client funds or securities beyond fee deduction authorization. The firm participates in the Custodian's institutional customer programs, receiving benefits such as research tools and consulting services. Edmonds Duncan has a Code of Ethics in place to prevent unlawful practices and ensures compliance with regulatory standards. Clients receive regular account reviews and statements directly from the custodian. The firm votes proxies and participates in class action lawsuits on behalf of clients who provide authorization. Edmonds Duncan has not been involved in any legal or disciplinary events and maintains financial stability to meet client commitments.