Firm
Ducere Wealth Management
Newport Beach, California
Fee-only
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | ducerewealth.com |
| Phone | (714) 393-0959 |
Ducere Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1% on the first $2,000,000" source
"0.50% for balances above $5,000,000" source
"1% on the first $2,000,000" source
"Most Ducere clients have portfolios of $5 million+" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $504 million |
| Individual clients | 76 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 337471 |