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Duet Advisory Services LLC

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Client assets under management

$314,335,248

More info

Clients

282

35% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

94

High

Average account size

$1,114,664

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

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

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Fee options

Fixed

Financial planning and consulting fixed fees generally range between $2,500 and $10,000.

Percentage

$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%

Commissions

Clients may engage representatives as licensed insurance agents or registered representatives to purchase commission-based products; commissions vary and are not specified.

Project-based

Financial planning and consulting hourly rate is $500 per hour.

Other

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 location

Duet Advisory Services LLC

30400 Telegraph Rd., Suite 115

Bingham Farms MI 48025, United States

Number of offices

5

Most active in

More info

California · Florida · Michigan · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 248.723.4321

Advisors at this firm

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Brigid M

CFP®, PFS™, Series 63

Walland, TN

Duet Advisory Services LLC

Brigid Mulroy is a CFP® and PFS™ with 25 years of experience in financial advising. She has been with Duet Advisory Services LLC since 2016 and has held roles at several firms including VSR Financial Services and Private Client Services. Outside of her advisory work, she is president and a 50% shareholder of Kahn & Mulroy, PC, an accounting and consulting firm. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and business entities. The firm manages approximately $278 million for about 288 clients across five offices and offers tailored strategies including discretionary and non-discretionary management with allocations among mutual funds, ETFs, individual securities, and third-party Independent Managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

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.

Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Sharon A

Series 63, Series 66

Pleasonton, CA

Duet Advisory Services LLC

Sharon Almeida is a financial advisor at Duet Advisory Services LLC with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Private Client Services and Calton & Associates. Outside of her advisory role, Almeida serves as vice chair for community outreach and fundraising at Tri-Valley REACH, a nonprofit supporting 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 business entities. The firm manages approximately $278 million for about 288 clients and offers tailored investment strategies using mutual funds, ETFs, individual securities, and third-party Independent Managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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