Erin Freund
Erin Freund is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 20 years of industry experience. Erin 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
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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 ActivitiesSells Insurance
Erin sells non-variable insurance, dedicating minimal time to this activity. She also operates OakPoint Wealth Management as a DBA for her LPL business, spends full-time hours providing investment advisory services to Great Valley Advisor Group, manages real estate rentals through the Chris & Erin Freund Family Trust, and uses Freund Financial Services, LLC for tax/investment purposes.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Princor Financial Services Corporation
Principal Funds Distributor, INC.Broker
Princor Financial Services CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations11 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.