| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees above $3,000,001 are negotiable. The fee schedule is used as a guideline only; all fees and account value tiers are subject to negotiation at the sole discretion of GVA.
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Learn about disclosures →Anurati sells non-variable insurance products, dedicating a few hours per week. She also provides investment advisory services to Great Valley Advisor Group, Inc. through Affirmative Wealth Partners, spending nearly full-time hours on this.