Duet Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$277,883,875
Total clients
288
34% high-net worth
Total advisors
2
of 9 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
144
Average account size
$964,875
About
Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm reports managing roughly $278 million for about 288 clients and operates with two advisory professionals across five offices.
Duet tailors strategies to each client and offers both discretionary and non‑discretionary management, typically allocating among mutual funds, ETFs, individual securities, cash, and, for some clients, allocations to third‑party Independent Managers accessed via a platform sponsor. The firm also provides stand‑alone financial planning, may manage variable annuity subaccounts, and discloses different service arrangements and fee schedules depending on whether Independent Managers are used.
The firm is affiliated with an accounting practice (Kahn Mulroy, P.C., in which a principal is a CPA and part owner) and notes that one representative is registered with an SEC‑registered broker‑dealer while both representatives are licensed insurance agents, creating potential conflicts when commissionable products are recommended. Maintaining five offices with two advisors is uncommon among comparable supported firms, and Duet discloses that platform sponsors may reimburse marketing or due diligence expenses, a relationship it identifies as a conflict of interest to be managed.
Client services
Fee options
Financial planning and consulting fees generally range between $2,500 and $10,000 on a fixed fee basis.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.45% $500,000 - $749,999: 1.35% $750,000 - $1,249,999: 1.25% $1,250,000 - $1,999,999: 1.00% $2,000,000+: 0.90%
Clients may purchase insurance or securities products through representatives on a commission basis; commissions vary and are separate from advisory fees.
$500 per hour for financial planning and consulting services.
Account minimum: $250,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Duet Advisory Services LLC
30400 Telegraph Rd., Suite 115
Bingham Farms MI 48025, United States
Number of offices
5
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