Matthew Fitch
Matthew Fitch is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 21 years of industry experience. Matthew 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
Matthew is involved with F & L Wealth Management, Fitch & Strong Group, and Great Valley Advisor Group, Inc., primarily for investment purposes, dedicating full-time hours to these activities. Additionally, Matthew sells Legal Shield identity theft protection and non-variable insurance through Foster White Insurance Agency, dedicating minimal time to each.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Feltl Advisors
Feltl & CompanyBroker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations9 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.