Duncker Streett & Co. Fees & Minimum

Overview

Headquarters: St. Louis, MO
Total Firm Assets: $707 million
Average High-Net-Worth Client Portfolio Size: $5.2 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: DSC ADV 2 (2026-03-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	0.90%
$2,000,001	$4,000,000	0.70%
$4,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$37,000	0.74%
$10 million	$62,000	0.62%
$50 million	$262,000	0.52%
$100 million	$512,000	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.63%
Number of High-Net-Worth Clients: 94
Total Client Accounts: 421
Discretionary Accounts: 406
Non-Discretionary Accounts: 15

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 110828

DSC ADV 2 (2026-03-25) (fee schedule source) · View brochure text

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

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