| 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.
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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 →Aaron is involved in several investment-related businesses, including Exeter Wealth Management, Great Valley Advisor Group, Fitch & Strong Group, PeakHaven Asset Management, and Innovative Planning Group. He is also the Vice President of IPG Risk Management, LLC, and involved with Lakeside Guard Insurance, dedicating minimal time to the latter.