Richard Ropelewski
Richard Ropelewski is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Braintree, MA, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
30 Braintree Hill Office Park, Suite 202, Braintree, MA, 02184
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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
Richard operates under multiple DBAs for his LPL business and provides investment advisory services through Great Valley Advisor Group, Inc. These activities, including his role as an IAR, consume nearly all of Richard's time.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
U.S. Wealth Management
U.S. Wealth Advisors, LLC.Broker
New England SecuritiesBroker
State Registrations1 state
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.
Exams
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