| 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.
1200 Hosford Street, Ste 202, Hudson, WI, 54016
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Learn about disclosures →Christopher is an officer in charge of strategic management at Dunn Bros Coffee, spending minimal time. He also provides investment advisory services through Summit Investment Advisory Services and Great Valley Advisor Group, and is involved with Innovative Planning Group (IPG), dedicating nearly full-time hours to these activities. Christopher also owns IPG Risk Management LLC, which appears to involve non-variable insurance, and spends a few hours per week on it.