| 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 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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Learn about disclosures →Andrea is affiliated with Kave Family Financial, where she offers non-variable insurance products, dedicating a few hours per week. She also provides investment advisory services through Great Valley Advisor Group, spending about half her time between two DBAs and owns rental real estate, dedicating minimal time to it.