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
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsRegulatory 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
Andrea is affiliated with Kave Family Financial, where she offers non-variable insurance products, dedicating a few hours per week. She also provides investment advisory services through Great Valley Advisor Group, spending about half her time between two DBAs and owns rental real estate, dedicating minimal time to it.