Duran Capital Management, LLC

Duran Capital Management, LLC is a financial advisory firm based in Santa Barbara, CA, established in 2022 by Jacqueline Duran. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include Comprehensive Portfolio Management and Financial Planning & Consulting. For Comprehensive Portfolio Management, the firm charges annual fees based on a percentage of assets under management, ranging from 2.00% for assets up to $99,999 to negotiable rates for assets over $5,000,000. For Retirement Plan Consulting, fees are based on a flat fee or a percentage of plan assets managed, not exceeding 1.60%. The firm uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, qualitative analysis, quantitative analysis, and sector analysis. Investment strategies include asset allocation, long-term purchases, fixed income securities, and real estate investment trusts (REITs). Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. The firm does not accept proxy authority to vote client securities. Jacqueline Duran, the Chief Compliance Officer, has a background in biology and dramatic arts and holds licenses including the Series 7 and Series 66 exams. Duran Capital Management, LLC does not charge performance-based fees, has no disciplinary history, and does not receive soft dollars in excess of what is allowed by regulations. The firm recommends the use of Charles Schwab & Co., Inc. as a custodian and broker. Clients can contact the firm for a copy of its Code of Ethics.