Advisor at Focus Partners Wealth, LLC
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Firm
Focus Partners Wealth, LLC
Location
Boston, MA 02110
Credentials
Series 65
Industry experience
7 years
Duke Duncan is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with seven years of industry experience. He previously worked at Standish Management from 2015 to 2017 before joining The Colony Group, LLC in 2017. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions
2 Atlantic Avenue
Boston, MA 02110
Massachusetts
The Colony Group, LLC
2017 - Present (9 years)
Standish Management
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
CFP®, Series 65
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CFP®, CFA®, Series 63, Series 65
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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CFA®, Series 63
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