| 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
Get directionsNo 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 →Andrea operates Innovative Planning Group as a DBA for her LPL business and provides investment advisory services to Great Valley Advisor Group, Inc, dedicating full-time hours to each. She also sells life, disability, and long-term care insurance through IPG Risk Management, spending a few hours per week on this activity.