Brian Duvall is a CFP-designated registered investment advisor at Asset Dedication, LLC, based in San Francisco, CA, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,998 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum fee is 1.85% for clients of in-house advisors and 0.35% for clients of third-party partner advisors. Fees are negotiable.
Fee Estimator
Location
220 Montgomery Street, #1098, San Francisco, CA, 94104-3475
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian provides snowboard instruction during the winter months. This takes about 60-80 hours per month, or about half his time during those months.
Employment History
Current Registrations
Asset Dedication, LLC
Previous Registrations
Asset Dedication, LLC
Sensible Money, LLC
Wealth Management Solutions
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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