Great Valley Advisor Group, INC.
Assets Under Management
$9.7B
Number of Clients
33,099
Number of Advisors
172
Average Client AUM
$294K
AUM per Advisor
$56.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GVA manages accounts on a discretionary and/or non-discretionary basis, offering investment management and supervision services for a fee based on 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).
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
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806