| 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.
609 State Hwy 54, Suite #300, Black River Falls, WI, 54615
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 →April owns rental real estate and is affiliated with Great Valley Advisor Group, Inc. as an investment advisor representative (IAR), spending nearly full-time on this activity; she also operates under the DBAs North Point Advisor Group and Wealth Ridge Planning LLC. April also sells non-variable life insurance through National Guardian Life Insurance Company, Ash Brokerage, and BetterLife, dedicating a few hours per week to these activities.