Joseph Duncan
Advisor at SPG Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at SPG Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Joseph Duncan is a financial advisor at SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation with seven years of industry experience. He previously worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives, with integrated financial planning covering estate, tax, insurance, and cash-flow considerations.
Based on SPG Advisors LLC
Based on SPG Advisors LLC
Fixed fee financial planning services ranging from $750 to $5,000 based on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Insurance products recommended by Advisor Representatives who are also insurance agents, which are commissioned products
$150 per hour for standalone financial planning services
Account minimum: $500,000 Fee-only: Investment advisory and planning services fees based on percentage of AUM; standalone financial planning fees charged hourly or fixed fee (hourly rate $150/hour; fixed fees $750 to $5,000)
11411 Ne 124 Th St, Suite 255
Kirkland, WA 98034
Arizona · California · Idaho · Oregon · Texas · Washington
SPG Advisors
2020 - Present (6 years)
SPG Advisors
2020 - Present (6 years)
The Retirement Solution
2014 - 2020 (6 years)
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