Duet Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$314,335,248
Clients
282
Advisors
3
across 2 offices
About
Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and businesses, offering both discretionary and non-discretionary portfolio management and the option to manage variable annuity subaccounts. The SEC‑registered firm manages roughly $316 million in client assets and serves several hundred client relationships through a small team of advisors.
The firm develops tailored investment objectives with each client and typically allocates assets among mutual funds, ETFs, individual equities, cash, and, for some clients, unaffiliated third‑party Independent Managers accessed via platform sponsors. Clients may be managed directly or through these Independent Managers depending on which firm representative they work with, and the firm provides ongoing monitoring and periodic portfolio reviews.
Distinctive features include an unusually broad office footprint for a firm of its size and an affiliation with an accounting practice through a principal who is a licensed CPA and owner of that accounting firm, enabling referrals or ancillary tax and accounting services. The firm also has relationships with a broker‑dealer and insurance channels that allow optional commission‑based products and platform arrangements that can involve additional third‑party fees or marketing reimbursements, all of which are disclosed as potential conflicts of interest in its ADV.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees generally range between $2,500 and $10,000.
$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 engage representatives as licensed insurance agents or registered representatives to purchase commission-based products; commissions vary and are not specified.
Financial planning and consulting hourly rate is $500 per hour.
Account minimum: $250,000 Fee-only: Financial planning and consulting fees are either $500 per hour or fixed fees generally between $2,500 and $10,000.
Main office
30400 Telegraph Rd., Suite 115
Bingham Farms MI 48025, United States
Offices (2)
Most active in
California · Florida · Michigan · Tennessee · Texas
Also doing business as
Cents & Sensibility, Inc. · Duet Advisory Services LLC · Star Wealth Management Corporation
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.
Quick links
Advisors at this firm
Brigid M
CFP®, PFS™, Series 63
Walland, TN
Duet Advisory Services LLC
Brigid Mulroy is a CFP® and PFS™ with 26 years of industry experience. She is a principal at Duet Advisory Services LLC and has held positions at Star Wealth Management Corporation and Kahn & Mulroy, PC, where she serves as president and 50% shareholder. Outside of financial advising, she is involved in accounting, tax, and consulting services through Kahn & Mulroy, PC. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in client assets and offers tailored investment strategies that include mutual funds, ETFs, individual equities, and third-party Independent Managers.
Jacqueline A
Series 65
Pleasanton, CA
Duet Advisory Services LLC
Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. 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 manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.
Sharon A
Series 63, Series 66
Pleasonton, CA
Duet Advisory Services LLC
Sharon Almeida is a financial advisor with Duet Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include work with Private Client Services and Calton & Associates, Inc., as well as founding Cents & Sensibility, Inc. Outside of advising, she serves as treasurer for the Willow Ridge Owners Association and is vice chair for community outreach and fundraising at Tri-Valley REACH, an organization supporting independent living for adults with intellectual and developmental disabilities. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in assets, employing a tailored investment approach that includes mutual funds, ETFs, individual equities, and unaffiliated third-party Independent Managers.
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