Great Valley Advisor Group (GVA) helps clients build, manage, and protect their wealth. GVA offers investment management on a discretionary or non-discretionary basis, and financial planning services. GVA also refers clients to third-party investment advisors. GVA's services are provided by Investment Advisor Representatives (IARs).
Assets Under Management$9.7B
Clients33,099
Advisors184
Avg. per Client$290K
Avg. per Advisor$53M
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
Your Portfolio Value
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Estimated Annual Fee
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Location
184 Advisors at this firm
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