Claire Hart
Claire Hart is a registered investment advisor at Great Valley Advisor Group, LLC, based in Parkland, FL, with 29 years of industry experience. Claire 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
Parkland, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Claire is involved with Hart Asset Management LLC, Alpina Financial Consultants, LLC, and Independent Brokerage Solutions. She dedicates full-time hours to providing investment advisory services through National Wealth Management Group, LLC, and spends minimal time as an agent for non-variable insurance.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Wealth Management Group, LLC
National Wealth Management Group, LLC
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Lasalle St Securities, L.L.C.Broker
Lasalle St Securities, L.L.C.Broker
Hart Asset Management
Eisner Securities, INC.Broker
Prudential Securities IncorporatedBroker
Nationsbanc Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations45 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.