| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees above $3,000,001 are negotiable. The fee schedule is used as a guideline only; all fees and account value tiers are subject to negotiation at the sole discretion of GVA.
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Learn about disclosures →Adam operates his LPL business under the DBA Haas Financial Group and dedicates about half his time to it. He also provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm, dedicating full-time hours to this activity.