Duval Investment Group offers financial planning and personalized investment management services. Financial planning includes cash flow, education, retirement, investment, risk management, insurance, tax, estate, and business succession planning. Investment management creates portfolios tailored to client needs and risk objectives, with continuous supervision and rebalancing. They also manage director and executive compensation arrangements.
Assets Under Management$110M
Clients27
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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