Duvall Wealth & Tax Planning provides financial planning and investment management services to individuals, married couples, families, and business owners. Services include financial life organization, budgeting, cash flow management, debt management, insurance analysis, investment planning, asset allocation, college savings, business planning, retirement planning, social security analysis, medicare analysis, estate planning, tax planning and charitable giving. Investment advice is limited to annuities and variable products, stocks, bonds, mutual funds, exchange traded funds and other publicly traded securities.
Fee Structure
Duvall Wealth & Tax Planning manages client investment assets on a non-discretionary basis. Clients of Duvall Wealth & Tax Planning with assets under management may be charged additional investment management fees by agreeing to use the investment platform of the custodian Betterment Securities. These fees include 0.25% per year platform fee, and the annual expense ratios of all exchange traded funds held in the client’s portfolio. Clients are not charged any trading or transaction costs.