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George Howe

Great Valley Advisor Group, LLC
29 Years of Experience
Braintree, MA
2 DisclosuresBroker
View SEC Summary
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George Howe is a registered investment advisor at Great Valley Advisor Group, LLC, based in Braintree, MA, with 29 years of industry experience. George 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

30 Braintree Hill Office Park, Suite 202, Braintree, MA, 02184

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History

Regulatory History (2)
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.
Judgment / Lien
October 2018
Customer Dispute
October 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

George is involved in several investment-related activities, including US Wealth Management, The Howe Group at US Wealth, and Great Valley Advisor Group, Inc. He also has a business entity, GVH Capital LLC, for tax/investment purposes only.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
May 2021 - Present · 5 yrs 5 mos
LPL Financial LLCBroker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
U.S. Wealth Management
November 2014 - June 2021 · 6 yrs 7 mos
LPL Financial LLC
February 2007 - October 2015 · 8 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
January 2006 - February 2007 · 1 yr 1 mo
Deutsche Bank Securities INC.Broker
March 2003 - December 2004 · 1 yr 9 mos
Scudder Weisel Capital, LLCBroker
November 2000 - April 2001 · 5 mos
Scudder Financial Services, INC.Broker
May 1999 - February 2000 · 9 mos
Scudder Investor Services, INC.Broker
February 1994 - July 2000 · 6 yrs 5 mos
Phoenix Equity Planning CorporationBroker
September 1992 - February 1993 · 5 mos
State Registrations10 states
CACTFLMAMENCNHSCTXVA
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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