Andrea Argue
Andrea Argue is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Waukesha, WI, with 21 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. 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
N7W23765 Bluemound Rd., Waukesha, WI, 53188
Get directionsHistory
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
Andrea is affiliated with Kave Family Financial, where she offers non-variable insurance products, dedicating a few hours per week. She also provides investment advisory services through Great Valley Advisor Group, spending about half her time between two DBAs and owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 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.
Exams
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