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.
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