Benjamin Neil Haas

CFP

Great Valley Advisor Group, INC.

19 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Great Valley Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

172 advisors

Number of Clients

33,099 clients

Average Client Portfolio

$294K average

Assets Under Management

$9.7B

Fee Structure

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

172 West Main Street, Kutztown, PA, 19530

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2019

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Benjamin is an agent for US Insurance Brokers selling non-variable insurance, including disability, accident, health, life, and long-term care, dedicating about a quarter of his time. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending nearly full-time on this activity.