| 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.
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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 →Carmen operates under the DBA Simplified Financial for her LPL business, dedicating about two-thirds of her time. She also provides investment advisory services to Great Valley Advisor Group, Inc., spending about two-thirds of her time on this activity as well.