Drew Nemeth is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wildwood, NJ, with 23 years of industry experience. Drew 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
Wildwood, NJ
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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 Activities
Drew works as an office manager at Doylestown Wealth Management, Inc., dedicating all of his time. He is also a registered investment advisor hybrid with Great Valley Advisor Group, Inc., spending about half his time on this role.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Fiserv Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations49 states
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