Carmen Andrews is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 23 years of industry experience. Carmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carmen operates under the DBA Simplified Financial for her LPL business, dedicating about two-thirds of her time. She also provides investment advisory services to Great Valley Advisor Group, Inc., spending about two-thirds of her time on this activity as well.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Merit Financial Advisors
Securities America, INC.Broker
Wachovia Securities, LLCBroker
Uvest Financial Services Group, INC.Broker
State Registrations11 states
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