Assets Under Management
$9.7B
Number of Clients
33,099
Number of Advisors
172
Average Client AUM
$294K
AUM per Advisor
$56.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
GVA assists clients in building, managing, and preserving wealth. They offer discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. They also utilize third-party advisors and LPL Financial advisory programs.
| 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