Dupree Financial Group, LLC's Form ADV discloses 1.25% on the first $500,000, 0.90% on the next $500,000, 0.75% on the next $1 million, 0.60% on the next $1 million, and 0.50% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #131091), Dupree Financial Group, LLC is subject to fiduciary duty under federal law.
Dupree Financial Group, LLC is headquartered in LEXINGTON, KY.
Dupree Financial Group, LLC serves 114 high-net-worth clients according to their SEC filing dated August 24, 2026. View client details ↓
According to their SEC Form ADV, Dupree Financial Group, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
Dupree Financial Group, LLC manages $404 million in client assets according to their SEC filing dated August 24, 2026.
According to their SEC Form ADV, Dupree Financial Group, LLC serves high-net-worth individuals. View client details ↓