| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees above $3,000,001 are negotiable. The fee schedule is used as a guideline only; all fees and account value tiers are subject to negotiation at the sole discretion of GVA.
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsBrian operates Jupiter Wealth Planning as a DBA for his LPL business and also sells non-variable insurance. He also provides investment advisory services through Great Valley Advisor Group Inc., dedicating nearly full-time hours to these activities.