Duvall Wealth Management provides investment management based on individual client goals and risk tolerance. Services include creating investment strategies, asset allocation, and regular portfolio monitoring. DWM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, DWM provides retirement plan advisory services to employer-sponsored plans.
Assets Under Management$1.3M
Clients27
Advisors1
Avg. per Client$46K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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