| 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 →Charles is an employee benefit partner at Employee Benefit Partner, LLC, and provides investment advisory services through Great Valley Advisor Group, Inc. He also operates under the DBAs McNamara Financial Group and Paragon Wealth Management, spending nearly full-time hours on these activities.