How does the advisor help clients – Key Takeaways:
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC is committed to helping clients achieve financial success through strategic planning and expert financial advice. Joshua Duvall, the lead financial advisor, has a strong track record of supporting clients with all their financial needs, ranging from wealth management to retirement planning.
Facts and Insights
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC has been in business for 10 years and is based in New York City. With a team of experienced advisors, the firm manages assets worth over $100 million for its clients. The firm is dedicated to providing personalized financial solutions that meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC | $100 million | 5 | 10 years |
Financial Services Offered
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC offers a variety of financial services to meet the diverse needs of its clients. These services include:
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
Client Types
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC serves a wide range of clients including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
At JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC, clients can expect to pay a fee based on a percentage of their assets under management. This fee structure ensures that the firm’s interests are aligned with those of the clients. The firm also offers fee-based financial planning services and does not receive any commissions for recommending certain products or services. This eliminates any potential conflicts of interest and allows the firm to act in the clients’ best interests.
Background
JOSHUA DUVALL, the lead financial advisor at JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC, has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. With his extensive knowledge and expertise, he is dedicated to helping clients achieve their financial goals through customized strategies and personalized advice.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC is required to adhere to strict regulations and disclose any potential conflicts of interest to their clients. These disclosures can be found in the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website. Clients can rest assured that the firm operates with transparency and integrity, always putting their best interests first.