David Brouillette
David Brouillette is a registered investment advisor at Great Valley Advisor Group, LLC, based in Plymouth, MN, with 31 years of industry experience. David 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
Two Carlson Parkway Suite 155, Plymouth, MN, 55447
Get directionsHistory
Regulatory History (9)
Customer Dispute
May 2011Customer Dispute
July 2010Customer Dispute
April 2010Customer Dispute
April 2010Customer Dispute
April 2010Customer Dispute
April 2010Customer Dispute
March 2010Customer Dispute
March 2010Customer Dispute
September 2002Other Business ActivitiesSells Insurance
David sells fixed annuities, universal life, indexed universal life, and term life insurance since 2007. He also provides investment advisory services through Great Valley Advisor Group Inc. and is involved with DSB Rock Island Wealth Management, LLC, spending a significant amount of time on these activities.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
AXA Advisors, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.