Elizabeth Madonna
Elizabeth Madonna is a registered investment advisor at Great Valley Advisor Group, LLC, based in Berwyn, PA, with 14 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
920 Cassatt Road, Suite 202, Berwyn, PA, 19312
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
Elizabeth works as an advisor for Morris Capital Management Group, focusing on bringing on new clients for investments and life insurance, though she spends no time on this activity. She is also an agent for Steward Partners Global Advisory, installing insurance products and dedicating minimal time to this.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Lincoln Financial Distributors, INC.Broker
State Registrations7 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.