Duet Advisory Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.
Duet Advisory Services reports 283 clients. They include 182 individual clients, 100 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 98.3% ($311M across 761 accounts) are managed with discretion; $5.37M across 17 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 27% |
| High-net-worth individuals | 35% | 73% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 182 | $84M | 26.5% | $462K |
| High-net-worth individuals | 100 | $230M | 72.8% | $2.3M |
| Pension and profit-sharing plans | 1 | $2.15M | 0.7% | $2.15M |
| Total | 283 | $316M | 100% | $1.12M |
- Clients
- 182
- Regulatory AUM
- $84M
- AUM share
- 26.5%
- Avg. per client
- $462K
- Clients
- 100
- Regulatory AUM
- $230M
- AUM share
- 72.8%
- Avg. per client
- $2.3M
- Clients
- 1
- Regulatory AUM
- $2.15M
- AUM share
- 0.7%
- Avg. per client
- $2.15M
Total
- Clients
- 283
- Regulatory AUM
- $316M
- AUM share
- 100%
- Avg. per client
- $1.12M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Duet Advisory Services charges 0.90%–1.50% a year for its Investment Advisory Fees. The whole portfolio is charged at the rate of its band. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.45% |
| $500K–$750K | 1.35% |
| $750K–$1.25M | 1.25% |
| $1.25M–$2M | 1.00% |
| $2M and above | 0.90% |
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting is $500 an hour, or a fixed fee of generally $2,500 to $10,000, negotiable, with up to half paid in advance.
- Variable annuity management
- A flat fee of 1% of assets held in a variable annuity, excluded from the advisory fee schedule.
Brigid Kahn owns 50% to 75% of Duet Advisory Services. The leadership team of Duet Advisory Services includes Chief Compliance Officer Sharon Almeida. It has 7 employees, 3 of them in advisory roles.
Leadership
- Sharon AlmeidaMember and Chief Compliance Officer (06/2024)
- Brigid KahnMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jacqueline Nicole Almeida
- Sharon Anne Almeida
- Brigid Mulroy
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 50% to 75% of Duet Advisory Services LLC
Brigid Kahn
Control person · since March 2016
- Owns 50% to 75% of Duet Advisory Services LLC
Sharon Almeida
Control person · since March 2016
Duet Advisory Services’ regulatory assets grew from $239M (June 2024) to $316M (March 2026); clients were 283 in both filings and employees fell from 9 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $316M | 283 | 7 | 5 |
| March 2025 | $278M | 289 | 9 | 5 |
| June 2024 | $239M | 282 | 9 | 4 |
Besides its headquarters, Duet Advisory Services has 4 offices (2 private residences, listed without an address), with 3 listed addresses in California and Michigan.
Michigan · 2 listed addresses
- 30400 Telegraph RD., Suite 115, Bingham FarmsHQ
- 167 Little Lake DR., Ann Arbor
California · 1 listed address
- 5890 Stoneridge Drive, Pleasanton
Other business names
Duet Advisory Services has reported 2 other business names to the SEC.
- Cents & Sensibility, Inc.
- Star Wealth Management Corporation
Contact and registration details
- Legal name
- Duet Advisory Services LLC
- Headquarters
- 30400 Telegraph RD., Suite 115, Bingham Farms, MI 48025
- Website
- Not reported
- Phone
- 248-723-4321
- SEC file
- 801-130758
- Founded
- 2016
- Structure
- Michigan LLC
- Fiscal year end
- December
Duet Advisory Services uses Charles Schwab ($241M, 79%) and Fidelity ($65.4M, 21%) as custodians for its separately managed accounts. Duet Advisory Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $241M79%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $65.4M21%
At year end, Duet Advisory Services’ separately managed accounts were mostly in funds (79%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds79%
- Cash2%
- Other2%
- Annuities2%
How many clients does Duet Advisory Services have?
Duet Advisory Services has 283 clients and manages $316 million for them, as of March 2026. They include 182 individual clients, 100 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Duet Advisory Services offer?
Duet Advisory Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Duet Advisory Services charge?
Duet Advisory Services charges 0.90%–1.50% a year for its Investment Advisory Fees. The whole portfolio is charged at the rate of its band.
Source: ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT, filed 12 March 2026
Which custodians does Duet Advisory Services use?
Duet Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $241M and Fidelity Brokerage Services LLC (Smithfield, RI), with $65.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Duet Advisory Services have?
Duet Advisory Services has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Duet Advisory Services invest in?
At the end of its last fiscal year, Duet Advisory Services’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 2% cash and equivalents and 2% other. The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Duet Advisory Services?
Duet Advisory Services’ direct owners are Brigid Kahn (50% to 75%) and Sharon Almeida (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Duet Advisory Services get paid?
Duet Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Duet Advisory Services?
Duet Advisory Services’ main office is at 30400 Telegraph RD., Suite 115, Bingham Farms, MI 48025. Its phone number is 248-723-4321.