Courtney Eisenbraun
Courtney Eisenbraun is a registered investment advisor at Great Valley Advisor Group, LLC, based in Minnetonka, MN, with 3 years of industry experience. Courtney 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
10900 Wayzata Boulevard, Suite 270, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (2)
Financial
February 2022Financial
May 2019Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
Great Waters Financial
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Thrivent Investment Management INC.
Thrivent Investment Management 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.