April Breheim
April Breheim is a registered investment advisor at Great Valley Advisor Group, LLC, based in Whitehall, WI, with 16 years of industry experience. April 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
18539 Dodge Street, Whitehall, WI, 54773
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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 ActivitiesSells Insurance
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.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.