Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers investment management services for a fee based on a percentage of your assets under management. They also offer financial planning services pursuant to a written agreement and fee schedule. GVA also has arrangements with third-party investment advisers (TPAs), which may have wrap fees.
Areas of Practice
Advisor Information
Office location
3837 NW Boca Raton Blvd, Ste 100, Boca Raton, FL, 33431
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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
Christopher sells non-variable insurance, dedicating minimal time to this activity. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending about half his time on this, and operates under the DBA Chris Smith Wealth Management, spending nearly full-time hours on it. Finally, Christopher works as a real estate agent, spending a few hours per week.