Mathew Duvall
Mathew Duvall is a registered investment advisor at Duvall Wealth Management LLC, based in Fontana, CA, with 4 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 27 clients with $1.3M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Fontana, CA
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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 ActivitiesSells Insurance
Mathew sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also teaches math at Mt. San Antonio College (about a quarter of his time) and Bonita Unified School District (full-time).
Employment History
Current Registrations
Duvall Wealth Management LLC
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
State Registrations1 state
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