Overview

Headquarters
Newport Beach, CA
Total Firm Assets
$504 million
Average High-Net-Worth Client Portfolio Size
$7.6 million
Stated Minimum Account Size
$2,000,000

Fee Disclosure

Source: DUCERE WEALTH MANAGEMENT PART 2A (2026-09-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.60%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $42,500 0.85%
$10 million $72,500 0.72%
$50 million $272,500 0.54%
$100 million $522,500 0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
78.85%
Number of High-Net-Worth Clients
52
Total Client Accounts
478
Discretionary Accounts
431
Non-Discretionary Accounts
47

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
337471
  • DUCERE WEALTH MANAGEMENT PART 2A (2026-09-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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