James Shoup
James Shoup is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 20 years of industry experience. James 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
James is an independent representative with various insurance carriers for fixed insurance sales. He also operates under the DBA GVA Wealth Management as an Investment Adviser Representative.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
Prepared Retirement Institute LLC
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Brinker Capital INC
Brinker Capital Securities, INC.Broker
Lincoln Financial Distributors, INC.Broker
Managers Distributors, INC.Broker
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.