Danielle Ives
Danielle Ives is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 26 years of industry experience. Danielle 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
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Danielle has several business activities, including Doylestown Wealth Management (DBA for LPL business), Great Valley Advisor Group, Inc. (Registered Investment Advisor Hybrid), Formation Financial (DBA for LPL business), and owning a real estate rental property, which takes minimal time. She spends about half her time on Formation Financial.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Pruco Securities CorporationBroker
State Registrations32 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.