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Paul Tourville

Great Valley Advisor Group, LLC
34 Years of Experience
Brookfield, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Paul Tourville is a registered investment advisor at Great Valley Advisor Group, LLC, based in Brookfield, WI, with 34 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

325 N Corporate Drive, Suite 120, Brookfield, WI, 53045

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is involved with Next Level Planning & Wealth Management, including non-variable insurance, dedicating about 10-20% of his time. He also works with Great Valley Advisor Group, Inc. as a Registered Investment Advisor, spending about half his time during securities trading.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
May 2016 - Present · 10 yrs 5 mos
LPL Financial LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2015 - December 2016 · 1 yr 7 mos
Metlife Securities INC.
January 2003 - May 2015 · 12 yrs 4 mos
Metlife Securities INC.Broker
January 2003 - May 2015 · 12 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
January 2003 - July 2007 · 4 yrs 6 mos
Pruco Securities CorporationBroker
April 1992 - January 2003 · 10 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
April 1992 - December 1993 · 1 yr 8 mos
State Registrations36 states
AZCACOCTDEFLGAIAILINKYMAMDMIMNMOMTNCNDNENJNMNVOHOKORPASCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Paul Tourville - Financial Advisor | TrueAdvisor