Seth Kell
Seth Kell is a registered investment advisor at Great Valley Advisor Group, LLC, based in Glenmoore, PA, with 27 years of industry experience. Seth 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
Glenmoore, PA
Get directionsHistory
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
Seth provides investment advisory services through Great Valley Advisor Group, Inc., dedicating nearly full-time hours to these activities. He also worked with O'Neill Employee Benefits selling non-variable insurance until 2019, dedicating about 10-20% of his time.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Princor Financial Services CorporationBroker
Equity Services, INC.Broker
Financial Telesis INCBroker
Princor Financial Services CorporationBroker
Dean Witter Reynolds INC.Broker
Vanguard Marketing CorporationBroker
State Registrations4 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.