Elizabeth Gosek
Elizabeth Gosek is a registered investment advisor at Great Valley Advisor Group, LLC, based in Yardley, PA, with 18 years of industry experience. Elizabeth 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
510 Floral Vale Blvd, Yardley, PA, 19067
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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
Elizabeth is an insurance agent selling life and health insurance, dedicating a few hours per week. She also owns rental property, operates Optimal Wealth Services (a DBA), and is a member of the audit committee for the Polish Slavic Center.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Thrive Capital Management, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Nylife Securities LLCBroker
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.