Great Valley Advisor Group offers personalized investment management and financial planning services to help clients build, manage, and preserve their wealth. The firm provides both discretionary and non-discretionary portfolio management, working directly with clients or through third-party investment managers and sponsored programs. Services include comprehensive personal financial planning covering retirement, taxes, estate planning, risk management, and education funding. The firm specializes in tailoring investment strategies to individual financial goals, risk tolerances, and time horizons.
Assets Under Management$11B
Clients37,014
Advisors189
Avg. per Client$290K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
189 Advisors at this firm
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