Durant Wealth Mgmt Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and financial planning to individual and high‑net‑worth clients, advising primarily through ETFs and mutual funds with additional exposure to fixed income, real estate funds (including REITs), annuities, treasury inflation‑protected bonds, and limited non‑U.S. securities via funds. It offers ongoing discretionary and non‑discretionary portfolio management, prepares an Investment Policy Statement for each client, and delivers monthly account reports through the custodian.
The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading horizon, generally favoring diversified ETFs and some mutual funds while keeping individual equities to a small portion of portfolios. It documents client risk tolerance in the Investment Policy Statement, seeks to allocate investment opportunities equitably among clients, requests discretionary trading authority when appropriate, and conducts at least monthly reviews performed by the firm’s principal.
A noteworthy feature of the adviser is that its principal also practices as an accountant and may from time to time offer clients accounting‑related advice or products, a relationship the brochure acknowledges can present potential conflicts of interest and that clients are not required to use those outside services. The firm also manages client assets internally rather than selecting third‑party investment managers and discloses the possibility of receiving research or other soft‑dollar benefits from custodians, which could influence custody or brokerage recommendations.
Client services
Expertise
Fee options
$10,000 - $100,000: 1.25% $100,000 - $200,000: 1.00% $200,000 - $400,000: 0.80% $400,000 - $600,000: 0.75% $600,000 - $1,000,000: 0.70% $1,000,000+: 0.60%
$150 per hour for financial planning services
Account minimum: $10,000
Main office
Mooresville NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Durant Wealth Mgmt Advisory Services · Durant Wealthmanagement Advisory Services, LLC · Durant Wealthmanagement And Advisory Services, LLC
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.
Forms ADV
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