Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For portfolio management, fees are based on the value of assets managed, as shown in the table. Financial planning fees range from $5,000 to $15,000 depending on the complexity of the client's situation. Accounts of family members may be included together for calculation of advisory fee breakpoints, at GVA’s sole discretion. GVA requires a $2,000,000 minimum for portfolio management services, which may be waived at its discretion.
Areas of Practice
Advisor Information
Office location
4 World Trade Center, Suite 2908, New York, NY, 10007
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.
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Sevasti is the CEO of Goalvest Advisory LLC, providing investment management and wealth advisory services. She also serves as an IAR and CIO at VWealth Advisors, overseeing their internal investment management platform, dedicating about 10-20% of her time to each role.