Jonathan Duval is a registered investment advisor at Duval Investment Group, based in Minnetonka, MN, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 27 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable. Minimum client relationship size is generally $2,000,000, but this amount is negotiable. Duval Investment Group may impose a minimum quarterly fee of $2,500. Duval Investment Group may aggregate the portfolios of family members to meet the minimum fee.
Fee Estimator
Location
110 Cheshire Lane, Suite 390, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan jointly owns real estate with his spouse since 2007 and is the president of Kronberg Investments LLF, a family investment pool, since 2004. He is also a partner in Haderheck Properties LLC since 2015 and CeeJay and McDuvie (McDonald's franchises) since 2006, dedicating minimal time to each.
Employment History
Current Registrations
Duval Investment Group
State Registrations2 states
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