Advisor at Scott S. Duko, Registered Investment Advisor, Ltd.
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Firm
Scott S. Duko, Registered Investment Advisor, Ltd.
Location
Canfield, OH 44406
Credentials
Series 63, Series 65
Industry experience
37 years
Scott Duko is the principal of Scott S. Duko, Registered Investment Advisor, Ltd. in Canfield, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services, Inc. and his own firm since 2006. In addition to his advisory role, he is a licensed attorney and an independent insurance agent offering fixed annuities and equity-indexed products. His firm provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It manages client portfolios using no-load or low-load mutual funds, ETFs, and individual securities, with an emphasis on ongoing financial planning and discretionary portfolio management.
Based on Scott S. Duko, Registered Investment Advisor, Ltd.
Based on Scott S. Duko, Registered Investment Advisor, Ltd.
Fixed fees for Retainer Agreements and tax preparation services; negotiable, with financial planning minimum fee of $250
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Commissions may be received by Scott S. Duko as a registered representative for sales of variable annuities and insurance products separate from advisory fees
Typically $150 per hour for financial planning, tax preparation, and retainer agreements; negotiable
Account minimum: $50,000 Minimum fee: $500 minimum annual fee for Advisory Service Agreement, $250 minimum fee for Financial Planning Agreement, $250 minimum annual fee for clients receiving ongoing asset management Fee-only: Fee-only investment management and financial planning; fees based on percentage of AUM, hourly charges ($150/hr), and fixed fees (negotiable)
3685 Stutz Drive, Suite 100
Canfield, OH 44406
Ohio
Fortune Financial Services, Inc.
2006 - Present (20 years)
Scott S. Duko, Registered Investment Advisor, Ltd.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not 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.
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.
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.
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.
Series 63, Series 65
Canfield, OH
Dye Family Office
CFP®
Salem, OH
Unrivaled Wealth Management
Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!
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