Lynn Pagans
Lynn Pagans is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 39 years of industry experience. Lynn 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
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsHistory
Regulatory History (1)
Financial
April 2021Other Business Activities
Lynn is the president of Lighthouse Point Financial Services, Inc., a non-investment related business entity for tax/investment purposes, dedicating minimal time. Lynn also operates under the DBA Sapphire Wealth Advisory, Inc. and provides investment advisory services through Great Valley Advisor Group, Inc., spending about half of her time on the latter.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
LPL Financial LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Jwgenesis Securities, INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.