| 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.
3837 NW Boca Raton Blvd, Ste 100, Boca Raton, FL, 33431
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Learn about disclosures →Christopher sells non-variable insurance, dedicating minimal time to this activity. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending about half his time on this, and operates under the DBA Chris Smith Wealth Management, spending nearly full-time hours on it. Finally, Christopher works as a real estate agent, spending a few hours per week.