Duncan Financial Management, Inc.

Duncan Financial Management, Inc. is a registered investment adviser established in 2005 in Missouri, with additional registrations in Illinois and Florida. The firm's goal is to educate clients on financial services and tools, providing customized retirement planning and comprehensive financial guidance. Acting as a fiduciary, Duncan Financial places clients' interests first, with all advice tailored to individual needs. The firm offers discretionary or non-discretionary investment supervisory services on a fee basis, with a minimum annual fee of $2,000 per client family. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on asset allocation and ongoing supervision. Financial planning services cover retirement, income, tax, health care, and estate planning, with fees ranging from $1,000 to $10,000. Duncan Financial recommends Schwab as the broker-dealer/custodian for client accounts, with a focus on best execution and competitive rates. The firm does not engage in performance-based fees, and account reviews are conducted regularly or upon client request. Duncan Financial does not vote client proxies and does not accept performance-based fees. The firm has no disciplinary actions and maintains financial stability. Jeffrey Duncan is the Principal of the firm, which solely operates as an investment adviser.